Avidity Partners Management’s McKesson MCK Stock Holding History

Avidity Partners 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 Q1	–	Sell	-9,520	Closed	-$7.81M	–	63
2025 Q4	$7.81M	Buy	9,520 +3,720	+64%	+$3.04M	2.25%	12
2025 Q3	$4.48M	Sell	5,800 -7,700	-57%	-$5.42M	1.02%	24
2025 Q2	$9.89M	Buy	+13,500	New	+$9.53M	1.97%	18
2024 Q2	–	Sell	-33,300	Closed	-$17.9M	–	100
2024 Q1	$17.9M	Sell	33,300 -52,200	-61%	-$26.5M	0.58%	54
2023 Q4	$39.6M	Sell	85,500 -80,800	-49%	-$36.7M	1.44%	33
2023 Q3	$72.3M	Buy	166,300 +65,100	+64%	+$27.4M	2.91%	5
2023 Q2	$43.2M	Buy	+101,200	New	+$38.9M	1.51%	25
2022 Q3	–	Sell	-388,800	Closed	-$127M	–	102
2022 Q2	$127M	Buy	388,800 +199,300	+105%	+$63.8M	2.91%	14
2022 Q1	$58M	Buy	+189,500	New	+$51.5M	1.21%	28
2020 Q3	–	Sell	-128,000	Closed	-$19.6M	–	79
2020 Q2	$19.6M	Sell	128,000 -115,000	-47%	-$16.6M	1.26%	32
2020 Q1	$32.9M	Buy	+243,000	New	+$35.6M	4.54%	4

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

Avidity Partners Management's MCK Position: Q1 2026 in Review

Avidity Partners Management sold out of McKesson (MCK) in Q1 2026, closing a stake of 9,520 shares — an estimated $7.81M sold.

Avidity Partners Management first reported a position in MCK in Q1 2020 and held it in 11 quarters. The position peaked at $127M in Q2 2022. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Avidity Partners Management reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
Avidity Partners Management sold 9,520 McKesson shares in Q1 2026, an estimated $7.81M.
Avidity Partners Management first reported a position in McKesson in Q1 2020 and held it in 11 quarters.
Avidity Partners Management's McKesson position peaked at $127M in Q2 2022.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Avidity Partners Management's 13F filing for Q1 2026, filed 13 May 2026.