Balyasny Asset Management’s McKesson MCK Stock Holding History

Balyasny Asset 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	$4.33M	Buy	+5,000	New	+$4.46M	0.01%	1423
2025 Q2	–	Sell	-2,500	Closed	-$1.68M	–	3142
2025 Q1	$1.68M	Hold	2,500	–	–	﹤0.01%	1782
2024 Q4	$1.42M	Hold	2,500	–	–	﹤0.01%	1797
2024 Q3	$1.24M	Buy	+2,500	New	+$1.39M	﹤0.01%	1878
2023 Q4	–	Sell	-21,900	Closed	-$9.52M	–	2731
2023 Q3	$9.52M	Hold	21,900	–	–	0.02%	859
2023 Q2	$9.36M	Hold	21,900	–	–	0.02%	815
2023 Q1	$7.8M	Hold	21,900	–	–	0.02%	878
2022 Q4	$8.22M	Buy	21,900 +13,200	+152%	+$4.92M	0.02%	817
2022 Q3	$2.96M	Buy	8,700 +6,500	+295%	+$2.26M	0.01%	1287
2022 Q2	$718K	Buy	+2,200	New	+$704K	﹤0.01%	1872

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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

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. 2,035 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.
2,035 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.