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Castellan Group’s McKesson MCK Stock Holding History

Castellan Group’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
-8,130
Closed -$6.67M – 51
2025
Q4 		$6.67M Buy
+8,130
New +$6.63M 0.84% 11
2025
Q2 		– Sell
-18,438
Closed -$12.4M – 53
2025
Q1 		$12.4M Buy
18,438
+8,194
+80% +$5.07M 3.47% 6
2024
Q4 		$5.84M Buy
10,244
+44
+0.4% +$24.6K 2.53% 16
2024
Q3 		$5.04M Buy
10,200
+391
+4% +$218K 2.13% 22
2024
Q2 		$5.73M Buy
9,809
+586
+6% +$326K 2.73% 11
2024
Q1 		$4.95M Buy
9,223
+747
+9% +$379K 2.53% 18
2023
Q4 		$3.92M Buy
8,476
+90
+1% +$40.9K 2.44% 12
2023
Q3 		$3.65M Sell
8,386
-1,535
-15% -$647K 2.56% 9
2023
Q2 		$4.24M Sell
9,921
-692
-7% -$266K 2.71% 7
2023
Q1 		$3.78M Sell
10,613
-255
-2% -$92.1K 2.58% 9
2022
Q4 		$4.08M Sell
10,868
-56
-0.5% -$20.9K 2.84% 4
2022
Q3 		$3.71M Sell
10,924
-791
-7% -$275K 2.89% 4
2022
Q2 		$3.82M Sell
11,715
-416
-3% -$133K 3.03% 6
2022
Q1 		$3.71M Buy
+12,131
New +$3.3M 2.58% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castellan Group's MCK Position: Q1 2026 in Review

Castellan Group sold out of McKesson (MCK) in Q1 2026, closing a stake of 8,130 shares — an estimated $6.67M sold.

Castellan Group first reported a position in MCK in Q1 2022 and held it in 14 quarters. The position peaked at $12.4M in Q1 2025. 2,041 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Castellan Group reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Castellan Group sold 8,130 McKesson shares in Q1 2026, an estimated $6.67M.
  • Castellan Group first reported a position in McKesson in Q1 2022 and held it in 14 quarters.
  • Castellan Group's McKesson position peaked at $12.4M in Q1 2025.
  • 2,041 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Castellan Group's 13F filing for Q1 2026, filed 23 Apr 2026.