Act Two Investors’s McKesson MCK Stock Holding History

Act Two Investors’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	$7.72M	Hold	8,920	–	–	1.7%	16
2025 Q4	$7.32M	Sell	8,920 -97	-1%	-$79.2K	1.32%	18
2025 Q3	$6.97M	Hold	9,017	–	–	1.23%	19
2025 Q2	$6.61M	Hold	9,017	–	–	1.35%	18
2025 Q1	$6.07M	Hold	9,017	–	–	1.29%	19
2024 Q4	$5.14M	Hold	9,017	–	–	1%	21
2024 Q3	$4.46M	Hold	9,017	–	–	0.84%	22
2024 Q2	$5.27M	Buy	9,017 +944	+12%	+$526K	1.04%	19
2024 Q1	$4.33M	Hold	8,073	–	–	0.87%	22
2023 Q4	$3.74M	Buy	8,073 +178	+2%	+$80.9K	0.81%	24
2023 Q3	$3.43M	Hold	7,895	–	–	0.92%	22
2023 Q2	$3.37M	Buy	7,895 +190	+2%	+$73K	0.94%	22
2023 Q1	$2.74M	Hold	7,705	–	–	1.09%	20
2022 Q4	$2.89M	Hold	7,705	–	–	2.99%	12
2022 Q3	$2.62M	Hold	7,705	–	–	2.65%	12
2022 Q2	$2.51M	Hold	7,705	–	–	2.37%	15
2022 Q1	$2.36M	Hold	7,705	–	–	1.87%	17
2021 Q4	$1.92M	Hold	7,705	–	–	1.51%	18
2021 Q3	$1.54M	Sell	7,705 -190	-2%	-$38K	0.36%	28
2021 Q2	$1.51M	Buy	7,895 +190	+2%	+$36.7K	0.3%	31
2021 Q1	$1.5M	Hold	7,705	–	–	0.33%	30
2020 Q4	$1.34M	Hold	7,705	–	–	0.34%	29
2020 Q3	$1.15M	Hold	7,705	–	–	0.37%	27
2020 Q2	$1.18M	Hold	7,705	–	–	0.44%	26
2020 Q1	$1.04M	Hold	7,705	–	–	0.48%	26
2019 Q4	$1.07M	Sell	7,705 -409	-5%	-$57.8K	0.4%	33
2019 Q3	$1.11M	Buy	8,114 +409	+5%	+$58K	0.49%	30
2019 Q2	$1.03M	Hold	7,705	–	–	0.54%	32
2019 Q1	$902K	Hold	7,705	–	–	0.52%	31
2018 Q4	$851K	Buy	+7,705	New	+$961K	0.6%	30

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Act Two Investors's MCK Position: Q1 2026 in Review

Act Two Investors held its McKesson (MCK) position steady in Q1 2026 at 8,920 shares worth $7.72M. The position accounts for 1.7% of the portfolio, ranked #16.

Act Two Investors first reported a position in MCK in Q4 2018 and has held it in 30 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Act Two Investors held 8,920 shares of McKesson worth $7.72M as of Q1 2026.
Act Two Investors left its McKesson share count unchanged in Q1 2026.
McKesson made up 1.7% of Act Two Investors's portfolio in Q1 2026, its #16 holding.
Act Two Investors first reported a position in McKesson in Q4 2018 and has held it in 30 quarters since.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.