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Triad Wealth Partners’s McKesson MCK Stock Holding History

Triad 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 		$1.74M Buy
2,011
+67
+3% +$59.8K 0.14% 109
2025
Q4 		$1.59M Buy
+1,944
New +$1.59M 0.15% 98
2024
Q3 		– Sell
-20
Closed -$11.7K – 554
2024
Q2 		$11.7K Buy
+20
New +$11.1K 0.01% 431

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

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

Triad Wealth Partners increased its McKesson (MCK) stake by 3.4% in Q1 2026, buying an estimated $59.8K and bringing the position to 2,011 shares worth $1.74M. The position accounts for 0.14% of the portfolio, ranked #109.

Triad Wealth Partners first reported a position in MCK in Q2 2024 and has held it in 3 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Triad Wealth Partners held 2,011 shares of McKesson worth $1.74M as of Q1 2026.
  • Triad Wealth Partners bought 67 McKesson shares in Q1 2026, an estimated $59.8K.
  • McKesson made up 0.14% of Triad Wealth Partners's portfolio in Q1 2026, its #109 holding.
  • Triad Wealth Partners first reported a position in McKesson in Q2 2024 and has held it in 3 quarters since.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.