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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
Q2 		– Sell
-280
Closed -$242K – 2032
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

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Root Financial Partners's MCK Position: Q2 2026 in Review

Root Financial Partners sold out of McKesson (MCK) in Q2 2026, closing a stake of 280 shares — an estimated $242K sold.

Root Financial Partners first reported a position in MCK in Q3 2025 and held it in 3 quarters. The position peaked at $242K in Q1 2026. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Root Financial Partners reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 280 McKesson shares in Q2 2026, an estimated $242K.
  • Root Financial Partners first reported a position in McKesson in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's McKesson position peaked at $242K in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.