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Caldwell Investment Management’s McKesson MCK Stock Holding History

Caldwell 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
Q1 		$1.89M Hold
2,200
– – 0.74% 21
2025
Q4 		$1.82M Hold
2,200
– – 1.12% 15
2025
Q3 		$1.68M Buy
+2,200
New +$1.55M 1.1% 18
2025
Q2 		– Sell
-1,200
Closed -$797K – 28
2025
Q1 		$797K Buy
+1,200
New +$742K 0.59% 25
2023
Q4 		– Sell
-2,500
Closed -$1.08M – 37
2023
Q3 		$1.08M Buy
+2,500
New +$1.05M 1.05% 21
2023
Q1 		– Sell
-4,550
Closed -$1.71M – 30
2022
Q4 		$1.71M Buy
4,550
+1,200
+36% +$448K 1.8% 13
2022
Q3 		$1.15M Buy
+3,350
New +$1.16M 1.4% 18

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Investment Management's MCK Position: Q1 2026 in Review

Caldwell Investment Management held its McKesson (MCK) position steady in Q1 2026 at 2,200 shares worth $1.89M. The position accounts for 0.74% of the portfolio, ranked #21.

Caldwell Investment Management first reported a position in MCK in Q3 2022 and has held it in 7 quarters since. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Caldwell Investment Management held 2,200 shares of McKesson worth $1.89M as of Q1 2026.
  • Caldwell Investment Management left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.74% of Caldwell Investment Management's portfolio in Q1 2026, its #21 holding.
  • Caldwell Investment Management first reported a position in McKesson in Q3 2022 and has held it in 7 quarters since.
  • 2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.