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Calamos Wealth Management’s McKesson MCK Stock Holding History

Calamos Wealth 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 		$4.04M Sell
5,346
-241
-4% -$191K 0.12% 113
2026
Q1 		$4.83M Buy
5,587
+36
+0.6% +$32.1K 0.17% 95
2025
Q4 		$4.55M Buy
5,551
+167
+3% +$136K 0.16% 83
2025
Q3 		$4.16M Buy
5,384
+28
+0.5% +$19.7K 0.15% 88
2025
Q2 		$3.92M Buy
5,356
+21
+0.4% +$14.8K 0.17% 87
2025
Q1 		$3.59M Buy
5,335
+658
+14% +$407K 0.18% 85
2024
Q4 		$2.67M Buy
4,677
+20
+0.4% +$11.2K 0.13% 87
2024
Q3 		$2.3M Sell
4,657
-619
-12% -$345K 0.12% 96
2024
Q2 		$3.08M Sell
5,276
-93
-2% -$51.8K 0.16% 87
2024
Q1 		$2.88M Sell
5,369
-33
-0.6% -$16.8K 0.16% 91
2023
Q4 		$2.5M Sell
5,402
-19
-0.4% -$8.64K 0.16% 88
2023
Q3 		$2.36M Buy
5,421
+777
+17% +$327K 0.18% 87
2023
Q2 		$1.98M Buy
4,644
+12
+0.3% +$4.61K 0.15% 100
2023
Q1 		$1.65M Sell
4,632
-18
-0.4% -$6.5K 0.13% 106
2022
Q4 		$1.74M Buy
4,650
+32
+0.7% +$11.9K 0.14% 110
2022
Q3 		$1.57M Hold
4,618
– – 0.13% 109
2022
Q2 		$1.51M Sell
4,618
-33
-0.7% -$10.6K 0.13% 114
2022
Q1 		$1.42M Buy
4,651
+43
+0.9% +$11.7K 0.11% 135
2021
Q4 		$1.15M Buy
4,608
+8
+0.2% +$1.76K 0.08% 153
2021
Q3 		$917K Hold
4,600
– – 0.07% 167
2021
Q2 		$880K Hold
4,600
– – 0.07% 175
2021
Q1 		$897K Hold
4,600
– – 0.07% 167
2020
Q4 		$800K Buy
+4,600
New +$766K 0.07% 166

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

Calamos Wealth Management's MCK Position: Q2 2026 in Review

Calamos Wealth Management reduced its McKesson (MCK) stake by 4.3% in Q2 2026, selling an estimated $191K and leaving 5,346 shares worth $4.04M. The position accounts for 0.12% of the portfolio, ranked #113.

Calamos Wealth Management first reported a position in MCK in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.83M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Calamos Wealth Management held 5,346 shares of McKesson worth $4.04M as of Q2 2026.
  • Calamos Wealth Management sold 241 McKesson shares in Q2 2026, an estimated $191K.
  • McKesson made up 0.12% of Calamos Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Calamos Wealth Management first reported a position in McKesson in Q4 2020 and has held it in 23 quarters since.
  • Calamos Wealth Management's McKesson position peaked at $4.83M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.