Charter Research & Investment Group’s McKesson MCK Stock Holding History

Charter Research & Investment 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	$1.38M	Hold	1,600	–	–	0.92%	30
2025 Q4	$1.31M	Hold	1,600	–	–	0.88%	30
2025 Q3	$1.24M	Hold	1,600	–	–	0.86%	34
2025 Q2	$1.17M	Hold	1,600	–	–	0.88%	33
2025 Q1	$1.08M	Sell	1,600 -34	-2%	-$21K	0.82%	36
2024 Q4	$931K	Hold	1,634	–	–	0.71%	36
2024 Q3	$808K	Hold	1,634	–	–	0.6%	41
2024 Q2	$954K	Hold	1,634	–	–	0.75%	35
2024 Q1	$877K	Hold	1,634	–	–	0.7%	36
2023 Q4	$757K	Hold	1,634	–	–	0.63%	41
2023 Q3	$711K	Hold	1,634	–	–	0.64%	41
2023 Q2	$698K	Hold	1,634	–	–	0.58%	44
2023 Q1	$582K	Hold	1,634	–	–	0.51%	47
2022 Q4	$613K	Sell	1,634 -2,050	-56%	-$765K	0.59%	42
2022 Q3	$1.25M	Hold	3,684	–	–	1.27%	23
2022 Q2	$1.2M	Hold	3,684	–	–	1.09%	31
2022 Q1	$1.13M	Hold	3,684	–	–	0.91%	33
2021 Q4	$916K	Hold	3,684	–	–	0.72%	37
2021 Q3	$735K	Hold	3,684	–	–	0.61%	39
2021 Q2	$705K	Hold	3,684	–	–	0.58%	40
2021 Q1	$719K	Buy	3,684 +34	+0.9%	+$6.21K	0.63%	38
2020 Q4	$635K	Hold	3,650	–	–	0.61%	40
2020 Q3	$544K	Hold	3,650	–	–	0.6%	40
2020 Q2	$560K	Hold	3,650	–	–	0.65%	39
2020 Q1	$494K	Hold	3,650	–	–	0.65%	40
2019 Q4	$505K	Hold	3,650	–	–	0.51%	49
2019 Q3	$499K	Hold	3,650	–	–	0.54%	49
2019 Q2	$491K	Hold	3,650	–	–	0.55%	50
2019 Q1	$427K	Hold	3,650	–	–	0.47%	53
2018 Q4	$403K	Hold	3,650	–	–	0.51%	52
2018 Q3	$484K	Hold	3,650	–	–	0.53%	46
2018 Q2	$487K	Hold	3,650	–	–	0.56%	46
2018 Q1	$514K	Hold	3,650	–	–	0.61%	43
2017 Q4	$569K	Buy	+3,650	New	+$541K	0.64%	41
2016 Q3	$609K	Hold	3,650	–	–	0.71%	39
2016 Q2	$681K	Hold	3,650	–	–	0.78%	40
2016 Q1	$574K	Hold	3,650	–	–	0.66%	41
2015 Q4	$720K	Hold	3,650	–	–	0.84%	36
2015 Q3	$675K	Hold	3,650	–	–	0.89%	35
2015 Q2	$821K	Hold	3,650	–	–	0.91%	35
2015 Q1	$826K	Hold	3,650	–	–	0.91%	34
2014 Q4	$758K	Buy	+3,650	New	+$741K	0.83%	35

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 $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

Charter Research & Investment Group's MCK Position: Q1 2026 in Review

Charter Research & Investment Group held its McKesson (MCK) position steady in Q1 2026 at 1,600 shares worth $1.38M. The position accounts for 0.92% of the portfolio, ranked #30.

Charter Research & Investment Group first reported a position in MCK in Q4 2014 and has held it in 42 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Charter Research & Investment Group held 1,600 shares of McKesson worth $1.38M as of Q1 2026.
Charter Research & Investment Group left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.92% of Charter Research & Investment Group's portfolio in Q1 2026, its #30 holding.
Charter Research & Investment Group first reported a position in McKesson in Q4 2014 and has held it in 42 quarters since.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.