BGCP
MCK icon

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
Q2 		$58.2M Sell
76,979
-17,088
-18% -$13.5M 4.05% 20
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
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 $3.37T AUM 44.26% 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

Bristol Gate Capital Partners's MCK Position: Q2 2026 in Review

Bristol Gate Capital Partners reduced its McKesson (MCK) stake by 18% in Q2 2026, selling an estimated $13.5M and leaving 76,979 shares worth $58.2M. The position accounts for 4.05% of the portfolio, ranked #20.

Bristol Gate Capital Partners first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $116M in Q1 2025. 2,018 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Bristol Gate Capital Partners held 76,979 shares of McKesson worth $58.2M as of Q2 2026.
  • Bristol Gate Capital Partners sold 17,088 McKesson shares in Q2 2026, an estimated $13.5M.
  • McKesson made up 4.05% of Bristol Gate Capital Partners's portfolio in Q2 2026, its #20 holding.
  • Bristol Gate Capital Partners first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
  • Bristol Gate Capital Partners's McKesson position peaked at $116M in Q1 2025.
  • 2,018 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Bristol Gate Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.