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 Q2	–	Sell	-2,200	Closed	-$1.89M	–	52
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Caldwell Investment Management's MCK Position: Q2 2026 in Review

Caldwell Investment Management sold out of McKesson (MCK) in Q2 2026, closing a stake of 2,200 shares — an estimated $1.89M sold.

Caldwell Investment Management first reported a position in MCK in Q3 2022 and held it in 7 quarters. The position peaked at $1.89M in Q1 2026. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Caldwell Investment Management reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Caldwell Investment Management sold 2,200 McKesson shares in Q2 2026, an estimated $1.89M.
Caldwell Investment Management first reported a position in McKesson in Q3 2022 and held it in 7 quarters.
Caldwell Investment Management's McKesson position peaked at $1.89M in Q1 2026.
2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.