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Sagespring Wealth Partners’s McKesson MCK Stock Holding History

Sagespring Wealth 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 		$952K Sell
1,260
-70
-5% -$55.5K 0.01% 361
2026
Q1 		$1.15M Buy
1,330
+9
+0.7% +$8.03K 0.02% 292
2025
Q4 		$1.08M Buy
1,321
+119
+10% +$97.1K 0.02% 297
2025
Q3 		$929K Sell
1,202
-90
-7% -$63.4K 0.02% 312
2025
Q2 		$946K Buy
1,292
+169
+15% +$119K 0.02% 296
2025
Q1 		$756K Buy
1,123
+195
+21% +$121K 0.02% 296
2024
Q4 		$529K Buy
+928
New +$520K 0.01% 335

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sagespring Wealth Partners's MCK Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its McKesson (MCK) stake by 5.3% in Q2 2026, selling an estimated $55.5K and leaving 1,260 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #361.

Sagespring Wealth Partners first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Sagespring Wealth Partners held 1,260 shares of McKesson worth $952K as of Q2 2026.
  • Sagespring Wealth Partners sold 70 McKesson shares in Q2 2026, an estimated $55.5K.
  • McKesson made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #361 holding.
  • Sagespring Wealth Partners first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's McKesson position peaked at $1.15M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.