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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
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 $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

Twin City Private Wealth's MCK Position: Q1 2026 in Review

Twin City Private Wealth reduced its McKesson (MCK) stake by 22% in Q1 2026, selling an estimated $205K and leaving 810 shares worth $702K. The position accounts for 0.53% of the portfolio, ranked #66.

Twin City Private Wealth first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. The position peaked at $854K in Q4 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Twin City Private Wealth held 810 shares of McKesson worth $702K as of Q1 2026.
  • Twin City Private Wealth sold 230 McKesson shares in Q1 2026, an estimated $205K.
  • McKesson made up 0.53% of Twin City Private Wealth's portfolio in Q1 2026, its #66 holding.
  • Twin City Private Wealth first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
  • Twin City Private Wealth's McKesson position peaked at $854K in Q4 2025.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.