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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
Q2 		$1.33M Sell
1,611
-400
-20% -$317K 0.08% 164
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 $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

Triad Wealth Partners's MCK Position: Q2 2026 in Review

Triad Wealth Partners reduced its McKesson (MCK) stake by 20% in Q2 2026, selling an estimated $317K and leaving 1,611 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #164.

Triad Wealth Partners first reported a position in MCK in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.74M in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Triad Wealth Partners held 1,611 shares of McKesson worth $1.33M as of Q2 2026.
  • Triad Wealth Partners sold 400 McKesson shares in Q2 2026, an estimated $317K.
  • McKesson made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • Triad Wealth Partners first reported a position in McKesson in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's McKesson position peaked at $1.74M in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.