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TriaGen Wealth Management’s McKesson MCK Stock Holding History

TriaGen Wealth Management’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 		– Sell
-3,218
Closed -$2.78M – 207
2026
Q1 		$2.78M Sell
3,218
-212
-6% -$189K 0.76% 25
2025
Q4 		$2.81M Sell
3,430
-19
-0.6% -$15.5K 0.73% 29
2025
Q3 		$2.66M Sell
3,449
-27
-0.8% -$19K 0.7% 34
2025
Q2 		$2.55M Hold
3,476
– – 0.77% 30
2025
Q1 		$2.34M Buy
+3,476
New +$2.15M 0.82% 27
2023
Q1 		– Sell
-2,063
Closed -$774K – 176
2022
Q4 		$774K Buy
+2,063
New +$769K 0.43% 65

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

TriaGen Wealth Management's MCK Position: Q2 2026 in Review

TriaGen Wealth Management sold out of McKesson (MCK) in Q2 2026, closing a stake of 3,218 shares — an estimated $2.78M sold.

TriaGen Wealth Management first reported a position in MCK in Q4 2022 and held it in 6 quarters. The position peaked at $2.81M in Q4 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • TriaGen Wealth Management reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,218 McKesson shares in Q2 2026, an estimated $2.78M.
  • TriaGen Wealth Management first reported a position in McKesson in Q4 2022 and held it in 6 quarters.
  • TriaGen Wealth Management's McKesson position peaked at $2.81M in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.