Balyasny Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.8M | Buy |
52,904
+49,991
| +1,716% | +$44.6M | 0.06% | 380 |
|
|
2025
Q4 | $2.39M | Sell |
2,913
-3,878
| -57% | -$3.16M | ﹤0.01% | 1773 |
|
|
2025
Q3 | $5.25M | Buy |
6,791
+4,128
| +155% | +$2.91M | 0.01% | 1350 |
|
|
2025
Q2 | $1.95M | Buy |
2,663
+1,801
| +209% | +$1.27M | ﹤0.01% | 1742 |
|
|
2025
Q1 | $580K | Sell |
862
-49,156
| -98% | -$30.4M | ﹤0.01% | 2221 |
|
|
2024
Q4 | $28.5M | Sell |
50,018
-13,380
| -21% | -$7.49M | 0.04% | 520 |
|
|
2024
Q3 | $31.3M | Buy |
63,398
+62,623
| +8,080% | +$34.9M | 0.05% | 471 |
|
|
2024
Q2 | $453K | Sell |
775
-157,949
| -100% | -$87.9M | ﹤0.01% | 2090 |
|
|
2024
Q1 | $85.2M | Buy |
158,724
+30,876
| +24% | +$15.7M | 0.15% | 157 |
|
|
2023
Q4 | $59.2M | Sell |
127,848
-93,318
| -42% | -$42.4M | 0.11% | 238 |
|
|
2023
Q3 | $96.2M | Buy |
221,166
+131,813
| +148% | +$55.5M | 0.2% | 108 |
|
|
2023
Q2 | $38.2M | Buy |
89,353
+37,509
| +72% | +$14.4M | 0.08% | 320 |
|
|
2023
Q1 | $18.5M | Buy |
+51,844
| New | +$18.7M | 0.05% | 546 |
|
|
2022
Q2 | – | Sell |
-10,593
| Closed | -$3.39M | – | 2994 |
|
|
2022
Q1 | $3.24M | Sell |
10,593
-67,291
| -86% | -$18.3M | 0.01% | 1140 |
|
|
2021
Q4 | $19.4M | Sell |
77,884
-26,709
| -26% | -$5.86M | 0.07% | 426 |
|
|
2021
Q3 | $20.9M | Buy |
+104,593
| New | +$20.9M | 0.09% | 331 |
|
|
2020
Q4 | – | Sell |
-48,693
| Closed | -$7.25M | – | 1554 |
|
|
2020
Q3 | $7.25M | Buy |
+48,693
| New | +$7.39M | 0.05% | 491 |
|
|
2020
Q2 | – | Sell |
-144,560
| Closed | -$19.6M | – | 1352 |
|
|
2020
Q1 | $19.6M | Buy |
+144,560
| New | +$21.2M | 0.23% | 123 |
|
|
2019
Q3 | – | Sell |
-37,809
| Closed | -$5.08M | – | 1407 |
|
|
2019
Q2 | $5.08M | Buy |
37,809
+9,036
| +31% | +$1.13M | 0.03% | 602 |
|
|
2019
Q1 | $3.37M | Buy |
28,773
+7,045
| +32% | +$870K | 0.02% | 675 |
|
|
2018
Q4 | $2.4M | Buy |
21,728
+16,864
| +347% | +$2.1M | 0.02% | 672 |
|
|
2018
Q3 | $645K | Sell |
4,864
-31,642
| -87% | -$4.13M | ﹤0.01% | 1307 |
|
|
2018
Q2 | $4.87M | Buy |
36,506
+32,977
| +934% | +$4.82M | 0.02% | 669 |
|
|
2018
Q1 | $497K | Sell |
3,529
-42,331
| -92% | -$6.6M | ﹤0.01% | 1447 |
|
|
2017
Q4 | $7.15M | Sell |
45,860
-36,497
| -44% | -$5.41M | 0.02% | 738 |
|
|
2017
Q3 | $12.7M | Buy |
82,357
+39,356
| +92% | +$6.14M | 0.05% | 426 |
|
|
2017
Q2 | $7.08M | Sell |
43,001
-12,436
| -22% | -$1.89M | 0.03% | 650 |
|
|
2017
Q1 | $8.22M | Sell |
55,437
-108,337
| -66% | -$15.9M | 0.04% | 562 |
|
|
2016
Q4 | $23M | Buy |
163,774
+148,584
| +978% | +$21.9M | 0.12% | 234 |
|
|
2016
Q3 | $2.53M | Sell |
15,190
-208,447
| -93% | -$38.9M | 0.01% | 592 |
|
|
2016
Q2 | $41.7M | Sell |
223,637
-49,230
| -18% | -$8.64M | 0.27% | 97 |
|
|
2016
Q1 | $42.9M | Buy |
272,867
+269,688
| +8,483% | +$43.6M | 0.25% | 107 |
|
|
2015
Q4 | $627K | Sell |
3,179
-86,851
| -96% | -$16.4M | ﹤0.01% | 783 |
|
|
2015
Q3 | $16.7M | Buy |
+90,030
| New | +$19.1M | 0.12% | 227 |
|
|
2013
Q3 | – | Sell |
-30,000
| Closed | -$3.44M | – | 658 |
|
|
2013
Q2 | $3.44M | Buy |
+30,000
| New | +$3.34M | 0.06% | 371 |
|
Other funds holding MCK
VCM
VPM
Balyasny Asset Management's MCK Position: Q1 2026 in Review
Balyasny Asset Management increased its McKesson (MCK) stake by 1,716% in Q1 2026, buying an estimated $44.6M and bringing the position to 52,904 shares worth $45.8M. The position accounts for 0.06% of the portfolio, ranked #380.
Balyasny Asset Management first reported a position in MCK in Q2 2013 and has held it in 35 quarters since. The position peaked at $96.2M in Q3 2023. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Balyasny Asset Management held 52,904 shares of McKesson worth $45.8M as of Q1 2026.
- Balyasny Asset Management bought 49,991 McKesson shares in Q1 2026, an estimated $44.6M.
- McKesson made up 0.06% of Balyasny Asset Management's portfolio in Q1 2026, its #380 holding.
- Balyasny Asset Management first reported a position in McKesson in Q2 2013 and has held it in 35 quarters since.
- Balyasny Asset Management's McKesson position peaked at $96.2M in Q3 2023.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.