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Transatlantique Private Wealth’s McKesson MCK Stock Holding History

Transatlantique Private 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
2025
Q4 		$2.68M Buy
3,318
+143
+5% +$117K 0.84% 29
2025
Q3 		$2.45M Sell
3,175
-67
-2% -$47.2K 0.8% 31
2025
Q2 		$2.38M Sell
3,242
-66
-2% -$46.6K 0.87% 28
2025
Q1 		$2.23M Buy
3,308
+163
+5% +$101K 0.89% 27
2024
Q4 		$1.79M Buy
3,145
+776
+33% +$435K 0.68% 33
2024
Q3 		$1.17M Buy
2,369
+251
+12% +$140K 0.45% 62
2024
Q2 		$1.24M Buy
2,118
+30
+1% +$16.7K 0.5% 53
2024
Q1 		$1.12M Hold
2,088
– – 0.49% 66
2023
Q4 		$967K Buy
2,088
+161
+8% +$73.2K 0.45% 71
2023
Q3 		$838K Hold
1,927
– – 0.45% 78
2023
Q2 		$823K Sell
1,927
-33
-2% -$12.7K 0.43% 79
2023
Q1 		$698K Buy
1,960
+165
+9% +$59.6K 0.39% 87
2022
Q4 		$673K Sell
1,795
-128
-7% -$47.7K 0.4% 80
2022
Q3 		$654K Buy
1,923
+242
+14% +$84K 0.44% 73
2022
Q2 		$548K Buy
+1,681
New +$538K 0.38% 98

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transatlantique Private Wealth's MCK Position: Q4 2025 in Review

Transatlantique Private Wealth increased its McKesson (MCK) stake by 4.5% in Q4 2025, buying an estimated $117K and bringing the position to 3,318 shares worth $2.68M. The position accounts for 0.84% of the portfolio, ranked #29.

Transatlantique Private Wealth first reported a position in MCK in Q2 2022 and has held it in 15 quarters since. 1,998 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Transatlantique Private Wealth held 3,318 shares of McKesson worth $2.68M as of Q4 2025.
  • Transatlantique Private Wealth bought 143 McKesson shares in Q4 2025, an estimated $117K.
  • McKesson made up 0.84% of Transatlantique Private Wealth's portfolio in Q4 2025, its #29 holding.
  • Transatlantique Private Wealth first reported a position in McKesson in Q2 2022 and has held it in 15 quarters since.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.