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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
Q2 		$756 Hold
1
– – ﹤0.01% 428
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Breakwater Investment Management's MCK Position: Q2 2026 in Review

Breakwater Investment Management held its McKesson (MCK) position steady in Q2 2026 at 1 share worth $756. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Breakwater Investment Management first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $866 in Q1 2026. 2,021 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Breakwater Investment Management held 1 share of McKesson worth $756 as of Q2 2026.
  • Breakwater Investment Management left its McKesson share count unchanged in Q2 2026.
  • McKesson made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #428 holding.
  • Breakwater Investment Management first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Breakwater Investment Management's McKesson position peaked at $866 in Q1 2026.
  • 2,021 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.