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Strategic Wealth Partners’s McKesson MCK Stock Holding History

Strategic 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
Q1 		$155K Buy
179
+1
+0.6% +$893 0.01% 332
2025
Q4 		$146K Buy
178
+24
+16% +$19.6K 0.01% 358
2025
Q3 		$119K Sell
154
-755
-83% -$532K 0.01% 412
2025
Q2 		$666K Buy
+909
New +$641K 0.05% 182
2024
Q4 		$568K Buy
942
+282
+43% +$158K 0.05% 195
2024
Q3 		$326K Buy
660
+82
+14% +$45.7K 0.03% 246
2024
Q2 		$338K Buy
578
+5
+0.9% +$2.78K 0.04% 227
2024
Q1 		$308K Buy
+573
New +$291K 0.03% 228
2019
Q4 		– Sell
-802
Closed -$108 – 348
2019
Q3 		$108 Sell
802
-2,566
-76% -$364K ﹤0.01% 265
2019
Q2 		$452K Sell
3,368
-914
-21% -$114K 0.22% 97
2019
Q1 		$509K Sell
4,282
-2,863
-40% -$353K 0.23% 97
2018
Q4 		$876K Sell
7,145
-992
-12% -$124K 0.44% 72
2018
Q3 		$1.08M Buy
8,137
+921
+13% +$120K 0.58% 58
2018
Q2 		$963K Sell
7,216
-859
-11% -$126K 0.56% 58
2018
Q1 		$1.14M Buy
8,075
+5,917
+274% +$922K 0.59% 47
2017
Q4 		$303K Buy
+2,158
New +$320K 0.17% 128

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

Strategic Wealth Partners's MCK Position: Q1 2026 in Review

Strategic Wealth Partners increased its McKesson (MCK) stake by 0.56% in Q1 2026, buying an estimated $893 and bringing the position to 179 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #332.

Strategic Wealth Partners first reported a position in MCK in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.14M in Q1 2018. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Strategic Wealth Partners held 179 shares of McKesson worth $155K as of Q1 2026.
  • Strategic Wealth Partners bought 1 McKesson share in Q1 2026, an estimated $893.
  • McKesson made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #332 holding.
  • Strategic Wealth Partners first reported a position in McKesson in Q4 2017 and has held it in 16 quarters since.
  • Strategic Wealth Partners's McKesson position peaked at $1.14M in Q1 2018.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.