TFP
MCK icon

Tilia Fiduciary Partners’s McKesson MCK Stock Holding History

Tilia Fiduciary 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 		$4.47M Buy
5,171
+65
+1% +$58K 2.46% 8
2025
Q4 		$4.19M Buy
5,106
+38
+0.7% +$31K 2.31% 6
2025
Q3 		$3.92M Sell
5,068
-239
-5% -$168K 2.26% 7
2025
Q2 		$3.89M Sell
5,307
-17
-0.3% -$12K 2.37% 7
2025
Q1 		$3.58M Buy
5,324
+122
+2% +$75.4K 2.39% 6
2024
Q4 		$2.96M Buy
5,202
+313
+6% +$175K 2.02% 9
2024
Q3 		$2.42M Buy
4,889
+203
+4% +$113K 1.68% 21
2024
Q2 		$2.74M Buy
4,686
+305
+7% +$170K 2.14% 9
2024
Q1 		$2.35M Buy
4,381
+2,553
+140% +$1.3M 1.91% 11
2023
Q4 		$846K Buy
+1,828
New +$831K 0.79% 49
2023
Q3 		– Sell
-226
Closed -$96.4K – 312
2023
Q2 		$96.4K Hold
226
– – 0.09% 138
2023
Q1 		$80.3K Hold
226
– – 0.08% 161
2022
Q4 		$84.6K Sell
226
-25
-10% -$9.32K 0.08% 155
2022
Q3 		$88K Hold
251
– – 0.09% 147
2022
Q2 		$82K Buy
251
+1
+0.4% +$320 0.08% 157
2022
Q1 		$77K Hold
250
– – 0.07% 175
2021
Q4 		$62K Buy
+250
New +$54.9K 0.05% 200

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Tilia Fiduciary Partners's MCK Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its McKesson (MCK) stake by 1.3% in Q1 2026, buying an estimated $58K and bringing the position to 5,171 shares worth $4.47M. The position accounts for 2.46% of the portfolio, ranked #8.

Tilia Fiduciary Partners first reported a position in MCK in Q4 2021 and has held it in 17 quarters since. 2,036 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Tilia Fiduciary Partners held 5,171 shares of McKesson worth $4.47M as of Q1 2026.
  • Tilia Fiduciary Partners bought 65 McKesson shares in Q1 2026, an estimated $58K.
  • McKesson made up 2.46% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #8 holding.
  • Tilia Fiduciary Partners first reported a position in McKesson in Q4 2021 and has held it in 17 quarters since.
  • 2,036 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.