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Turning Point Benefit Group’s McKesson MCK Stock Holding History

Turning Point Benefit Group’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 		– Sell
-194
Closed -$159K – 506
2025
Q4 		$159K Buy
194
+41
+27% +$33.5K 0.08% 101
2025
Q3 		$117K Buy
+153
New +$108K 0.07% 113

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Turning Point Benefit Group's MCK Position: Q1 2026 in Review

Turning Point Benefit Group sold out of McKesson (MCK) in Q1 2026, closing a stake of 194 shares — an estimated $159K sold.

Turning Point Benefit Group first reported a position in MCK in Q3 2025 and held it in 2 quarters. The position peaked at $159K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Turning Point Benefit Group reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 194 McKesson shares in Q1 2026, an estimated $159K.
  • Turning Point Benefit Group first reported a position in McKesson in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's McKesson position peaked at $159K in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.