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Applied Finance Capital Management’s McKesson MCK Stock Holding History

Applied Finance Capital Management’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 		$10.6M Sell
14,055
-3,704
-21% -$2.94M 0.79% 47
2026
Q1 		$15.4M Sell
17,759
-319
-2% -$285K 1.15% 38
2025
Q4 		$14.8M Sell
18,078
-254
-1% -$207K 1.06% 39
2025
Q3 		$14.2M Sell
18,332
-4,721
-20% -$3.32M 1.01% 40
2025
Q2 		$16.9M Sell
23,053
-2,102
-8% -$1.48M 1.15% 34
2025
Q1 		$16.9M Sell
25,155
-30,106
-54% -$18.6M 1.25% 34
2024
Q4 		$31.5M Buy
55,261
+4,478
+9% +$2.51M 1.37% 31
2024
Q3 		$25.1M Sell
50,783
-3,135
-6% -$1.75M 1.07% 45
2024
Q2 		$31.5M Buy
53,918
+9,374
+21% +$5.22M 1.46% 32
2024
Q1 		$23.9M Buy
44,544
+4,313
+11% +$2.19M 1.68% 32
2023
Q4 		$18.6M Buy
40,231
+3,679
+10% +$1.67M 1.62% 33
2023
Q3 		$15.9M Sell
36,552
-2,691
-7% -$1.13M 1.73% 32
2023
Q2 		$16.8M Buy
39,243
+1,035
+3% +$398K 1.9% 25
2023
Q1 		$13.6M Buy
38,208
+292
+0.8% +$105K 1.69% 31
2022
Q4 		$14.2M Buy
+37,916
New +$14.1M 1.85% 25

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 $3.38T AUM 44.17% 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

Applied Finance Capital Management's MCK Position: Q2 2026 in Review

Applied Finance Capital Management reduced its McKesson (MCK) stake by 21% in Q2 2026, selling an estimated $2.94M and leaving 14,055 shares worth $10.6M. The position accounts for 0.79% of the portfolio, ranked #47.

Applied Finance Capital Management first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.5M in Q4 2024. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Applied Finance Capital Management held 14,055 shares of McKesson worth $10.6M as of Q2 2026.
  • Applied Finance Capital Management sold 3,704 McKesson shares in Q2 2026, an estimated $2.94M.
  • McKesson made up 0.79% of Applied Finance Capital Management's portfolio in Q2 2026, its #47 holding.
  • Applied Finance Capital Management first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Applied Finance Capital Management's McKesson position peaked at $31.5M in Q4 2024.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.