Capital Management Associates (New York)’s McKesson MCK Stock Holding History

Capital Management Associates (New York)’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	$1.77M	Hold	2,050	–	–	2.95%	14
2025 Q4	$1.68M	Hold	2,050	–	–	2.47%	21
2025 Q3	$1.58M	Hold	2,050	–	–	2.36%	21
2025 Q2	$1.5M	Hold	2,050	–	–	2.45%	17
2025 Q1	$1.38M	Hold	2,050	–	–	2.69%	17
2024 Q4	$1.17M	Sell	2,050 -350	-15%	-$196K	1.38%	29
2024 Q3	$1.19M	Hold	2,400	–	–	1.32%	26
2024 Q2	$1.4M	Hold	2,400	–	–	1.66%	21
2024 Q1	$1.29M	Hold	2,400	–	–	1.53%	23
2023 Q4	$1.11M	Hold	2,400	–	–	1.42%	24
2023 Q3	$1.04M	Hold	2,400	–	–	1.54%	23
2023 Q2	$1.03M	Hold	2,400	–	–	1.51%	21
2023 Q1	$855K	Sell	2,400 -2,400	-50%	-$867K	1.3%	34
2022 Q4	$1.8M	Hold	4,800	–	–	2.67%	11
2022 Q3	$1.63M	Hold	4,800	–	–	2.37%	12
2022 Q2	$1.56M	Hold	4,800	–	–	2.3%	10
2022 Q1	$1.47M	Buy	+4,800	New	+$1.31M	1.58%	20
2016 Q1	–	Sell	-1,890	Closed	-$373K	–	123
2015 Q4	$373K	Buy	1,890 +100	+6%	+$18.9K	0.54%	83
2015 Q3	$331K	Buy	1,790 +225	+14%	+$47.7K	0.51%	92
2015 Q2	$352K	Buy	1,565 +150	+11%	+$34.7K	0.46%	100
2015 Q1	$320K	Buy	+1,415	New	+$314K	0.43%	103

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Capital Management Associates (New York)'s MCK Position: Q1 2026 in Review

Capital Management Associates (New York) held its McKesson (MCK) position steady in Q1 2026 at 2,050 shares worth $1.77M. The position accounts for 2.95% of the portfolio, ranked #14.

Capital Management Associates (New York) first reported a position in MCK in Q1 2015 and has held it in 21 quarters since. The position peaked at $1.8M in Q4 2022. 2,036 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Capital Management Associates (New York) held 2,050 shares of McKesson worth $1.77M as of Q1 2026.
Capital Management Associates (New York) left its McKesson share count unchanged in Q1 2026.
McKesson made up 2.95% of Capital Management Associates (New York)'s portfolio in Q1 2026, its #14 holding.
Capital Management Associates (New York) first reported a position in McKesson in Q1 2015 and has held it in 21 quarters since.
Capital Management Associates (New York)'s McKesson position peaked at $1.8M in Q4 2022.
2,036 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2026, filed 4 May 2026.