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Root Financial Partners’s McKesson MCK Stock Holding History

Root Financial Partners’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$242K Buy
280
+61
+28% +$54.4K 0.01% 293
2025
Q4 		$180K Sell
219
-36
-14% -$29.4K 0.01% 321
2025
Q3 		$197K Buy
+255
New +$180K 0.01% 282

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's MCK Position: Q1 2026 in Review

Root Financial Partners increased its McKesson (MCK) stake by 28% in Q1 2026, buying an estimated $54.4K and bringing the position to 280 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #293.

Root Financial Partners first reported a position in MCK in Q3 2025 and has held it in 3 quarters since. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Root Financial Partners held 280 shares of McKesson worth $242K as of Q1 2026.
  • Root Financial Partners bought 61 McKesson shares in Q1 2026, an estimated $54.4K.
  • McKesson made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #293 holding.
  • Root Financial Partners first reported a position in McKesson in Q3 2025 and has held it in 3 quarters since.
  • 2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.