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Carmignac Gestion’s McKesson MCK Stock Holding History

Carmignac Gestion’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 		$474M Buy
626,904
+309,183
+97% +$245M 6.15% 4
2026
Q1 		$275M Sell
317,721
-40,814
-11% -$36.4M 4.23% 7
2025
Q4 		$294M Buy
358,535
+44,362
+14% +$36.2M 3.98% 7
2025
Q3 		$243M Sell
314,173
-75,939
-19% -$53.5M 3.62% 7
2025
Q2 		$286M Sell
390,112
-75,764
-16% -$53.5M 4.4% 5
2025
Q1 		$314M Sell
465,876
-1,727
-0.4% -$1.07M 5.15% 3
2024
Q4 		$266M Sell
467,603
-5,350
-1% -$3M 4.25% 7
2024
Q3 		$234M Buy
+472,953
New +$263M 3.9% 7

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

Carmignac Gestion's MCK Position: Q2 2026 in Review

Carmignac Gestion increased its McKesson (MCK) stake by 97% in Q2 2026, buying an estimated $245M and bringing the position to 626,904 shares worth $474M. The position accounts for 6.15% of the portfolio, ranked #4.

Carmignac Gestion first reported a position in MCK in Q3 2024 and has held it in 8 quarters since. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Carmignac Gestion held 626,904 shares of McKesson worth $474M as of Q2 2026.
  • Carmignac Gestion bought 309,183 McKesson shares in Q2 2026, an estimated $245M.
  • McKesson made up 6.15% of Carmignac Gestion's portfolio in Q2 2026, its #4 holding.
  • Carmignac Gestion first reported a position in McKesson in Q3 2024 and has held it in 8 quarters since.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.