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	$3.89M	Buy	+4,500	New	+$4.02M	0.01%	1473
2025 Q1	–	Sell	-1,600	Closed	-$912K	–	3095
2024 Q4	$912K	Hold	1,600	–	–	﹤0.01%	1982
2024 Q3	$791K	Buy	+1,600	New	+$891K	﹤0.01%	2057
2023 Q4	–	Sell	-21,900	Closed	-$9.52M	–	2732
2023 Q3	$9.52M	Hold	21,900	–	–	0.02%	860
2023 Q2	$9.36M	Hold	21,900	–	–	0.02%	816
2023 Q1	$7.8M	Hold	21,900	–	–	0.02%	879
2022 Q4	$8.22M	Buy	21,900 +13,200	+152%	+$4.92M	0.02%	818
2022 Q3	$2.96M	Buy	8,700 +1,500	+21%	+$521K	0.01%	1288
2022 Q2	$2.35M	Buy	+7,200	New	+$2.3M	0.01%	1328
2018 Q4	–	Sell	-80,000	Closed	-$10.7M	–	1598
2018 Q3	$10.7M	Buy	+80,000	New	+$10.4M	0.05%	469
2018 Q1	–	Sell	-25,000	Closed	-$3.9M	–	2171
2017 Q4	$3.9M	Buy	+25,000	New	+$3.7M	0.01%	939

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

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. 2,033 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.
2,033 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.