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Burton Enright Welch’s McKesson MCK Stock Holding History

Burton Enright Welch’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 		$8.87M Sell
11,745
-312
-3% -$247K 1.04% 17
2026
Q1 		$10.4M Sell
12,057
-101
-0.8% -$90.1K 1.42% 15
2025
Q4 		$9.97M Sell
12,158
-96
-0.8% -$78.3K 1.4% 16
2025
Q3 		$9.47M Sell
12,254
-1,823
-13% -$1.28M 1.43% 15
2025
Q2 		$10.3M Sell
14,077
-23
-0.2% -$16.2K 1.79% 15
2025
Q1 		$9.49M Sell
14,100
-176
-1% -$109K 1.93% 14
2024
Q4 		$8.14M Sell
14,276
-419
-3% -$235K 1.71% 14
2024
Q3 		$7.27M Sell
14,695
-24
-0.2% -$13.4K 1.56% 15
2024
Q2 		$8.6M Hold
14,719
– – 1.98% 13
2024
Q1 		$7.9M Sell
14,719
-54
-0.4% -$27.4K 1.9% 12
2023
Q4 		$6.84M Sell
14,773
-54
-0.4% -$24.6K 1.83% 13
2023
Q3 		$6.45M Hold
14,827
– – 1.99% 12
2023
Q2 		$6.34M Sell
14,827
-11
-0.1% -$4.23K 1.98% 15
2023
Q1 		$5.28M Sell
14,838
-87
-0.6% -$31.4K 2.01% 12
2022
Q4 		$5.6M Sell
14,925
-753
-5% -$281K 2.33% 12
2022
Q3 		$5.33M Sell
15,678
-215
-1% -$74.6K 2.64% 11
2022
Q2 		$5.18M Hold
15,893
– – 3.12% 10
2022
Q1 		$4.87M Sell
15,893
-199
-1% -$54.1K 2.69% 10
2021
Q4 		$4M Buy
+16,092
New +$3.53M 2.68% 9

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

Burton Enright Welch's MCK Position: Q2 2026 in Review

Burton Enright Welch reduced its McKesson (MCK) stake by 2.6% in Q2 2026, selling an estimated $247K and leaving 11,745 shares worth $8.87M. The position accounts for 1.04% of the portfolio, ranked #17.

Burton Enright Welch first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.4M in Q1 2026. 2,007 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Burton Enright Welch held 11,745 shares of McKesson worth $8.87M as of Q2 2026.
  • Burton Enright Welch sold 312 McKesson shares in Q2 2026, an estimated $247K.
  • McKesson made up 1.04% of Burton Enright Welch's portfolio in Q2 2026, its #17 holding.
  • Burton Enright Welch first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's McKesson position peaked at $10.4M in Q1 2026.
  • 2,007 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.