BAMCO Inc’s McKesson MCK Stock Holding History

BAMCO Inc’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	-5,000	Closed	-$4.1M	–	345
2025 Q4	$4.1M	Sell	5,000 -300	-6%	-$245K	0.01%	260
2025 Q3	$4.09M	Sell	5,300 -1,200	-18%	-$845K	0.01%	260
2025 Q2	$4.76M	Buy	6,500 +2,000	+44%	+$1.41M	0.01%	248
2025 Q1	$3.03M	Buy	+4,500	New	+$2.78M	0.01%	272
2024 Q3	–	Sell	-10,800	Closed	-$6.31M	–	336
2024 Q2	$6.31M	Hold	10,800	–	–	0.02%	252
2024 Q1	$5.8M	Hold	10,800	–	–	0.02%	260
2023 Q4	$5M	Hold	10,800	–	–	0.01%	263
2023 Q3	$4.7M	Buy	10,800 +1,000	+10%	+$421K	0.01%	262
2023 Q2	$4.19M	Hold	9,800	–	–	0.01%	269
2023 Q1	$3.49M	Sell	9,800 -9,800	-50%	-$3.54M	0.01%	278
2022 Q4	$7.35M	Hold	19,600	–	–	0.02%	244
2022 Q3	$6.66M	Hold	19,600	–	–	0.02%	253
2022 Q2	$6.39M	Hold	19,600	–	–	0.02%	273
2022 Q1	$6M	Sell	19,600 -1,200	-6%	-$326K	0.01%	297
2021 Q4	$5.17M	Buy	+20,800	New	+$4.57M	0.01%	313

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

BAMCO Inc's MCK Position: Q1 2026 in Review

BAMCO Inc sold out of McKesson (MCK) in Q1 2026, closing a stake of 5,000 shares — an estimated $4.1M sold.

BAMCO Inc first reported a position in MCK in Q4 2021 and held it in 15 quarters. The position peaked at $7.35M in Q4 2022. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

BAMCO Inc reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
BAMCO Inc sold 5,000 McKesson shares in Q1 2026, an estimated $4.1M.
BAMCO Inc first reported a position in McKesson in Q4 2021 and held it in 15 quarters.
BAMCO Inc's McKesson position peaked at $7.35M in Q4 2022.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on BAMCO Inc's 13F filing for Q1 2026, filed 15 May 2026.