Camelot Portfolios’s McKesson MCK Stock Holding History

Camelot Portfolios’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	–	Sell	-27	Closed	-$22.2K	–	388
2025 Q4	$22.2K	Buy	+27	New	+$22K	0.01%	371
2025 Q3	–	Sell	-280	Closed	-$205K	–	217
2025 Q2	$205K	Sell	280 -120	-30%	-$84.7K	0.12%	183
2025 Q1	$269K	Buy	+400	New	+$247K	0.17%	158
2024 Q3	–	Sell	-446	Closed	-$260K	–	379
2024 Q2	$260K	Buy	+446	New	+$248K	0.15%	149
2024 Q1	–	Sell	-632	Closed	-$293K	–	177
2023 Q4	$293K	Buy	+632	New	+$287K	0.17%	138
2023 Q3	–	Sell	-712	Closed	-$304K	–	170
2023 Q2	$304K	Sell	712 -57	-7%	-$21.9K	0.19%	131
2023 Q1	$274K	Buy	769 +16	+2%	+$5.78K	0.19%	137
2022 Q4	$282K	Buy	+753	New	+$281K	0.21%	135
2022 Q3	–	Sell	-1,127	Closed	-$368K	–	191
2022 Q2	$368K	Sell	1,127 -637	-36%	-$204K	0.22%	132
2022 Q1	$540K	Sell	1,764 -592	-25%	-$161K	0.27%	110
2021 Q4	$586K	Buy	2,356 +155	+7%	+$34K	0.24%	135
2021 Q3	$439K	Buy	+2,201	New	+$440K	0.23%	128

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Camelot Portfolios's MCK Position: Q1 2026 in Review

Camelot Portfolios sold out of McKesson (MCK) in Q1 2026, closing a stake of 27 shares — an estimated $22.2K sold.

Camelot Portfolios first reported a position in MCK in Q3 2021 and held it in 12 quarters. The position peaked at $586K in Q4 2021. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Camelot Portfolios reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 27 McKesson shares in Q1 2026, an estimated $22.2K.
Camelot Portfolios first reported a position in McKesson in Q3 2021 and held it in 12 quarters.
Camelot Portfolios's McKesson position peaked at $586K in Q4 2021.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.