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SteelPeak Wealth’s McKesson MCK Stock Holding History

SteelPeak Wealth’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 		$689K Sell
911
-2,607
-74% -$2.07M 0.02% 377
2026
Q1 		$3.05M Sell
3,518
-740
-17% -$660K 0.09% 161
2025
Q4 		$3.5M Buy
4,258
+406
+11% +$331K 0.11% 139
2025
Q3 		$2.98M Buy
3,852
+988
+34% +$696K 0.1% 160
2025
Q2 		$2.1M Buy
2,864
+93
+3% +$65.6K 0.08% 189
2025
Q1 		$1.87M Buy
2,771
+15
+0.5% +$9.27K 0.08% 186
2024
Q4 		$1.57M Sell
2,756
-909
-25% -$509K 0.06% 197
2024
Q3 		$1.81M Buy
3,665
+443
+14% +$247K 0.08% 179
2024
Q2 		$1.88M Sell
3,222
-91
-3% -$50.7K 0.09% 176
2024
Q1 		$1.78M Buy
3,313
+604
+22% +$307K 0.09% 174
2023
Q4 		$1.26M Sell
2,709
-1,162
-30% -$528K 0.07% 183
2023
Q3 		$1.69M Sell
3,871
-179
-4% -$75.4K 0.11% 141
2023
Q2 		$1.73M Sell
4,050
-969
-19% -$372K 0.1% 135
2023
Q1 		$1.79M Buy
+5,019
New +$1.81M 0.12% 123

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

SteelPeak Wealth's MCK Position: Q2 2026 in Review

SteelPeak Wealth reduced its McKesson (MCK) stake by 74% in Q2 2026, selling an estimated $2.07M and leaving 911 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #377.

SteelPeak Wealth first reported a position in MCK in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.5M in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • SteelPeak Wealth held 911 shares of McKesson worth $689K as of Q2 2026.
  • SteelPeak Wealth sold 2,607 McKesson shares in Q2 2026, an estimated $2.07M.
  • McKesson made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #377 holding.
  • SteelPeak Wealth first reported a position in McKesson in Q1 2023 and has held it in 14 quarters since.
  • SteelPeak Wealth's McKesson position peaked at $3.5M in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.