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Baldwin Investment Management’s McKesson MCK Stock Holding History

Baldwin Investment 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 		$1.74M Buy
2,306
+1,196
+108% +$948K 0.17% 79
2026
Q1 		$961K Sell
1,110
-75
-6% -$66.9K 0.11% 108
2025
Q4 		$972K Sell
1,185
-5
-0.4% -$4.08K 0.11% 113
2025
Q3 		$919K Sell
1,190
-70
-6% -$49.3K 0.11% 117
2025
Q2 		$923K Hold
1,260
– – 0.11% 111
2025
Q1 		$848K Sell
1,260
-60
-5% -$37.1K 0.1% 115
2024
Q4 		$752K Sell
1,320
-297
-18% -$166K 0.1% 117
2024
Q3 		$799K Sell
1,617
-280
-15% -$156K 0.1% 126
2024
Q2 		$1.11M Sell
1,897
-28
-1% -$15.6K 0.15% 99
2024
Q1 		$1.03M Buy
1,925
+110
+6% +$55.9K 0.14% 106
2023
Q4 		$840K Sell
1,815
-15
-0.8% -$6.82K 0.13% 106
2023
Q3 		$796K Sell
1,830
-55
-3% -$23.2K 0.13% 106
2023
Q2 		$805K Sell
1,885
-125
-6% -$48K 0.13% 107
2023
Q1 		$716K Sell
2,010
-255
-11% -$92.1K 0.13% 115
2022
Q4 		$850K Sell
2,265
-900
-28% -$336K 0.15% 96
2022
Q3 		$1.08M Sell
3,165
-680
-18% -$236K 0.22% 76
2022
Q2 		$1.25M Sell
3,845
-265
-6% -$84.8K 0.24% 78
2022
Q1 		$1.26M Buy
4,110
+345
+9% +$93.8K 0.19% 87
2021
Q4 		$936K Buy
3,765
+1,499
+66% +$329K 0.15% 111
2021
Q3 		$452K Buy
2,266
+70
+3% +$14K 0.08% 163
2021
Q2 		$420K Buy
2,196
+191
+10% +$36.9K 0.07% 175
2021
Q1 		$391K Buy
+2,005
New +$366K 0.07% 174

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 $3.37T AUM 44.26% 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

Baldwin Investment Management's MCK Position: Q2 2026 in Review

Baldwin Investment Management increased its McKesson (MCK) stake by 108% in Q2 2026, buying an estimated $948K and bringing the position to 2,306 shares worth $1.74M. The position accounts for 0.17% of the portfolio, ranked #79.

Baldwin Investment Management first reported a position in MCK in Q1 2021 and has held it in 22 quarters since. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Baldwin Investment Management held 2,306 shares of McKesson worth $1.74M as of Q2 2026.
  • Baldwin Investment Management bought 1,196 McKesson shares in Q2 2026, an estimated $948K.
  • McKesson made up 0.17% of Baldwin Investment Management's portfolio in Q2 2026, its #79 holding.
  • Baldwin Investment Management first reported a position in McKesson in Q1 2021 and has held it in 22 quarters since.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.