Bristol Gate Capital Partners’s McKesson MCK Stock Holding History

Bristol Gate Capital 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	$81.4M	Sell	94,067 -6,092	-6%	-$5.44M	5.25%	3
2025 Q4	$82.2M	Sell	100,159 -1,104	-1%	-$901K	4.74%	7
2025 Q3	$78.2M	Sell	101,263 -3,438	-3%	-$2.42M	4.62%	10
2025 Q2	$76.7M	Sell	104,701 -67,580	-39%	-$47.7M	4.36%	13
2025 Q1	$116M	Buy	172,281 +930	+0.5%	+$575K	5.66%	1
2024 Q4	$97.7M	Sell	171,351 -979	-0.6%	-$548K	4.75%	7
2024 Q3	$85.2M	Sell	172,330 -1,622	-0.9%	-$903K	3.9%	20
2024 Q2	$102M	Sell	173,952 -7,681	-4%	-$4.28M	5.03%	2
2024 Q1	$97.5M	Buy	+181,633	New	+$92.2M	4.58%	11

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 $315B AUM 27.84% 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

Bristol Gate Capital Partners's MCK Position: Q1 2026 in Review

Bristol Gate Capital Partners reduced its McKesson (MCK) stake by 6.1% in Q1 2026, selling an estimated $5.44M and leaving 94,067 shares worth $81.4M. The position accounts for 5.25% of the portfolio, ranked #3.

Bristol Gate Capital Partners first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. The position peaked at $116M in Q1 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Bristol Gate Capital Partners held 94,067 shares of McKesson worth $81.4M as of Q1 2026.
Bristol Gate Capital Partners sold 6,092 McKesson shares in Q1 2026, an estimated $5.44M.
McKesson made up 5.25% of Bristol Gate Capital Partners's portfolio in Q1 2026, its #3 holding.
Bristol Gate Capital Partners first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
Bristol Gate Capital Partners's McKesson position peaked at $116M in Q1 2025.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Bristol Gate Capital Partners's 13F filing for Q1 2026, filed 12 May 2026.