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Twin City Private Wealth’s McKesson MCK Stock Holding History

Twin City 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
2026
Q2 		$621K Buy
822
+12
+1% +$9.51K 0.44% 74
2026
Q1 		$702K Sell
810
-230
-22% -$205K 0.53% 66
2025
Q4 		$854K Sell
1,040
-19
-2% -$15.5K 0.65% 63
2025
Q3 		$819K Sell
1,059
-17
-2% -$12K 0.64% 65
2025
Q2 		$789K Buy
1,076
+30
+3% +$21.2K 0.64% 63
2025
Q1 		$705K Sell
1,046
-56
-5% -$34.6K 0.62% 65
2024
Q4 		$629K Sell
1,102
-174
-14% -$97.4K 0.56% 67
2024
Q3 		$632K Buy
1,276
+239
+23% +$133K 0.55% 65
2024
Q2 		$606K Buy
1,037
+116
+13% +$64.6K 0.57% 62
2024
Q1 		$495K Buy
+921
New +$468K 0.49% 68

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

Twin City Private Wealth's MCK Position: Q2 2026 in Review

Twin City Private Wealth increased its McKesson (MCK) stake by 1.5% in Q2 2026, buying an estimated $9.51K and bringing the position to 822 shares worth $621K. The position accounts for 0.44% of the portfolio, ranked #74.

Twin City Private Wealth first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $854K in Q4 2025. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Twin City Private Wealth held 822 shares of McKesson worth $621K as of Q2 2026.
  • Twin City Private Wealth bought 12 McKesson shares in Q2 2026, an estimated $9.51K.
  • McKesson made up 0.44% of Twin City Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Twin City Private Wealth first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
  • Twin City Private Wealth's McKesson position peaked at $854K in Q4 2025.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.