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Chase Investment Counsel’s McKesson MCK Stock Holding History

Chase Investment Counsel’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 		$5.53M Sell
6,391
-32
-0.5% -$28.6K 1.45% 25
2025
Q4 		$5.27M Buy
6,423
+162
+3% +$132K 1.47% 24
2025
Q3 		$4.84M Sell
6,261
-3,900
-38% -$2.75M 1.43% 23
2025
Q2 		$7.45M Buy
10,161
+16
+0.2% +$11.3K 2.38% 12
2025
Q1 		$6.83M Buy
+10,145
New +$6.27M 2.5% 6
2024
Q3 		– Sell
-8,985
Closed -$5.25M – 134
2024
Q2 		$5.25M Buy
8,985
+3,027
+51% +$1.69M 1.86% 11
2024
Q1 		$3.2M Sell
5,958
-6
-0.1% -$3.05K 1.19% 31
2023
Q4 		$2.76M Buy
5,964
+509
+9% +$231K 1.22% 27
2023
Q3 		$2.37M Buy
+5,455
New +$2.3M 1.18% 36
2016
Q4 		– Sell
-3,720
Closed -$620K – 108
2016
Q3 		$620K Buy
+3,720
New +$693K 0.27% 69
2016
Q1 		– Sell
-21,274
Closed -$4.2M – 109
2015
Q4 		$4.2M Sell
21,274
-2,479
-10% -$468K 1.67% 31
2015
Q3 		$4.39M Sell
23,753
-429
-2% -$90.9K 1.78% 27
2015
Q2 		$5.44M Sell
24,182
-537
-2% -$124K 1.98% 23
2015
Q1 		$5.59M Buy
24,719
+5,005
+25% +$1.11M 1.96% 22
2014
Q4 		$4.09M Buy
19,714
+1,782
+10% +$362K 1.46% 33
2014
Q3 		$3.49M Buy
17,932
+300
+2% +$57.7K 1.25% 36
2014
Q2 		$3.28M Sell
17,632
-20,563
-54% -$3.66M 1.11% 39
2014
Q1 		$6.74M Sell
38,195
-8,525
-18% -$1.49M 2.29% 5
2013
Q4 		$7.54M Sell
46,720
-23,420
-33% -$3.6M 2.23% 8
2013
Q3 		$9M Sell
70,140
-3,840
-5% -$472K 2.31% 12
2013
Q2 		$8.47M Buy
+73,980
New +$8.23M 2.26% 12

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chase Investment Counsel's MCK Position: Q1 2026 in Review

Chase Investment Counsel reduced its McKesson (MCK) stake by 0.5% in Q1 2026, selling an estimated $28.6K and leaving 6,391 shares worth $5.53M. The position accounts for 1.45% of the portfolio, ranked #25.

Chase Investment Counsel first reported a position in MCK in Q2 2013 and has held it in 21 quarters since. The position peaked at $9M in Q3 2013. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Chase Investment Counsel held 6,391 shares of McKesson worth $5.53M as of Q1 2026.
  • Chase Investment Counsel sold 32 McKesson shares in Q1 2026, an estimated $28.6K.
  • McKesson made up 1.45% of Chase Investment Counsel's portfolio in Q1 2026, its #25 holding.
  • Chase Investment Counsel first reported a position in McKesson in Q2 2013 and has held it in 21 quarters since.
  • Chase Investment Counsel's McKesson position peaked at $9M in Q3 2013.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.