Annis Gardner Whiting Capital Advisors’s McKesson MCK Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$223K	Sell	258 -1	-0.4%	-$893	0.04%	296
2025 Q4	$213K	Buy	259 +13	+5%	+$10.6K	0.04%	282
2025 Q3	$190K	Sell	246 -340	-58%	-$239K	0.04%	276
2025 Q2	$430K	Buy	586 +25	+4%	+$17.6K	0.15%	131
2025 Q1	$378K	Buy	561 +9	+2%	+$5.56K	0.16%	125
2024 Q4	$315K	Sell	552 -5	-0.9%	-$2.8K	0.09%	170
2024 Q3	$276K	Sell	557 -246	-31%	-$137K	0.08%	185
2024 Q2	$469K	Buy	803 +31	+4%	+$17.3K	0.13%	138
2024 Q1	$415K	Buy	772 +264	+52%	+$134K	0.15%	114
2023 Q4	$236K	Buy	508 +3	+0.6%	+$1.36K	0.1%	139
2023 Q3	$220K	Buy	+505	New	+$213K	0.12%	131

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

Annis Gardner Whiting Capital Advisors's MCK Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its McKesson (MCK) stake by 0.39% in Q1 2026, selling an estimated $893 and leaving 258 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #296.

Annis Gardner Whiting Capital Advisors first reported a position in MCK in Q3 2023 and has held it in 11 quarters since. The position peaked at $469K in Q2 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 258 shares of McKesson worth $223K as of Q1 2026.
Annis Gardner Whiting Capital Advisors sold 1 McKesson share in Q1 2026, an estimated $893.
McKesson made up 0.04% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #296 holding.
Annis Gardner Whiting Capital Advisors first reported a position in McKesson in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's McKesson position peaked at $469K in Q2 2024.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.