BIM
MCK icon

Breakwater Investment Management’s McKesson MCK Stock Holding History

Breakwater Investment 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 		$866 Hold
1
– – ﹤0.01% 325
2025
Q4 		$821 Buy
+1
New +$816 ﹤0.01% 310

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

Breakwater Investment Management's MCK Position: Q1 2026 in Review

Breakwater Investment Management held its McKesson (MCK) position steady in Q1 2026 at 1 share worth $866. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Breakwater Investment Management first reported a position in MCK in Q4 2025 and has held it in 2 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Breakwater Investment Management held 1 share of McKesson worth $866 as of Q1 2026.
  • Breakwater Investment Management left its McKesson share count unchanged in Q1 2026.
  • McKesson made up ﹤0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #325 holding.
  • Breakwater Investment Management first reported a position in McKesson in Q4 2025 and has held it in 2 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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