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Brandes Investment Partners’s McKesson MCK Stock Holding History

Brandes Investment Partners’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 		$149M Sell
172,487
-15,878
-8% -$14.2M 1.06% 36
2025
Q4 		$155M Buy
188,365
+3,924
+2% +$3.2M 1.18% 31
2025
Q3 		$142M Buy
184,441
+7,221
+4% +$5.09M 1.14% 28
2025
Q2 		$130M Sell
177,220
-151,828
-46% -$107M 1.17% 32
2025
Q1 		$221M Sell
329,048
-27,876
-8% -$17.2M 2.25% 3
2024
Q4 		$203M Sell
356,924
-19,385
-5% -$10.9M 2.27% 7
2024
Q3 		$186M Buy
376,309
+91,839
+32% +$51.1M 2.09% 9
2024
Q2 		$166M Sell
284,470
-7,068
-2% -$3.93M 2.05% 12
2024
Q1 		$157M Sell
291,538
-11,889
-4% -$6.04M 2.01% 10
2023
Q4 		$140M Buy
303,427
+12,238
+4% +$5.57M 2.13% 6
2023
Q3 		$127M Sell
291,189
-2,667
-0.9% -$1.12M 2.47% 5
2023
Q2 		$126M Buy
293,856
+580
+0.2% +$223K 2.53% 4
2023
Q1 		$104M Buy
293,276
+39,475
+16% +$14.3M 2.22% 11
2022
Q4 		$95.2M Sell
253,801
-32,415
-11% -$12.1M 2.67% 9
2022
Q3 		$97.3M Buy
286,216
+4,918
+2% +$1.71M 2.54% 8
2022
Q2 		$91.8M Sell
281,298
-115,908
-29% -$37.1M 2.24% 12
2022
Q1 		$122M Sell
397,206
-75,662
-16% -$20.6M 2.61% 6
2021
Q4 		$118M Buy
472,868
+2,288
+0.5% +$502K 2.56% 7
2021
Q3 		$93.8M Buy
470,580
+9,346
+2% +$1.87M 2.04% 9
2021
Q2 		$88.2M Buy
461,234
+56,762
+14% +$11M 1.96% 9
2021
Q1 		$79.5M Buy
404,472
+6,848
+2% +$1.25M 1.88% 9
2020
Q4 		$69M Sell
397,624
-66,834
-14% -$11.1M 1.78% 11
2020
Q3 		$69.2M Sell
464,458
-71,311
-13% -$10.8M 2.39% 4
2020
Q2 		$82.2M Sell
535,769
-30,902
-5% -$4.46M 2.5% 5
2020
Q1 		$76.6M Sell
566,671
-129,247
-19% -$18.9M 2.68% 5
2019
Q4 		$96.3M Sell
695,918
-19,421
-3% -$2.75M 2.29% 8
2019
Q3 		$97.8M Sell
715,339
-23,462
-3% -$3.33M 2.53% 6
2019
Q2 		$99.3M Sell
738,801
-32,036
-4% -$3.99M 2.21% 9
2019
Q1 		$90.2M Buy
770,837
+55,729
+8% +$6.88M 2.1% 13
2018
Q4 		$79M Sell
715,108
-57,013
-7% -$7.11M 2.01% 13
2018
Q3 		$102M Buy
772,121
+44,495
+6% +$5.8M 2.31% 12
2018
Q2 		$97.1M Buy
727,626
+3,289
+0.5% +$481K 2.19% 12
2018
Q1 		$102M Sell
724,337
-5,732
-0.8% -$893K 2.18% 11
2017
Q4 		$114M Sell
730,069
-182
-0% -$27K 2.3% 11
2017
Q3 		$112M Sell
730,251
-249,006
-25% -$38.9M 2.28% 10
2017
Q2 		$161M Sell
979,257
-142,588
-13% -$21.6M 2.55% 8
2017
Q1 		$166M Buy
1,121,845
+76,359
+7% +$11.2M 2.47% 10
2016
Q4 		$147M Buy
1,045,486
+990,352
+1,796% +$146M 2.2% 15
2016
Q3 		$9.19M Buy
55,134
+15,847
+40% +$2.95M 0.14% 82
2016
Q2 		$7.33M Sell
39,287
-3,644
-8% -$639K 0.11% 89
2016
Q1 		$6.75M Buy
+42,931
New +$6.94M 0.1% 93

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brandes Investment Partners's MCK Position: Q1 2026 in Review

Brandes Investment Partners reduced its McKesson (MCK) stake by 8.4% in Q1 2026, selling an estimated $14.2M and leaving 172,487 shares worth $149M. The position accounts for 1.06% of the portfolio, ranked #36.

Brandes Investment Partners first reported a position in MCK in Q1 2016 and has held it in 41 quarters since. The position peaked at $221M in Q1 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Brandes Investment Partners held 172,487 shares of McKesson worth $149M as of Q1 2026.
  • Brandes Investment Partners sold 15,878 McKesson shares in Q1 2026, an estimated $14.2M.
  • McKesson made up 1.06% of Brandes Investment Partners's portfolio in Q1 2026, its #36 holding.
  • Brandes Investment Partners first reported a position in McKesson in Q1 2016 and has held it in 41 quarters since.
  • Brandes Investment Partners's McKesson position peaked at $221M in Q1 2025.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Brandes Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.