Churchill Management’s McKesson MCK Stock Holding History

Churchill Management’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
2025 Q2	$3.74M	Buy	+5,098	New	+$3.6M	0.04%	108
2015 Q3	–	Sell	-42,257	Closed	-$9.5M	–	162
2015 Q2	$9.5M	Buy	42,257 +2,029	+5%	+$469K	0.34%	43
2015 Q1	$9.1M	Sell	40,228 -2,294	-5%	-$509K	0.31%	44
2014 Q4	$8.83M	Buy	42,522 +34,599	+437%	+$7.03M	0.35%	32
2014 Q3	$1.54M	Buy	7,923 +2,413	+44%	+$464K	0.06%	134
2014 Q2	$1.03M	Sell	5,510 -8,481	-61%	-$1.51M	0.05%	137
2014 Q1	$2.47M	Buy	13,991 +5,528	+65%	+$966K	0.1%	94
2013 Q4	$1.37M	Buy	8,463 +2,036	+32%	+$313K	0.05%	121
2013 Q3	$825K	Buy	6,427 +169	+3%	+$20.8K	0.04%	126
2013 Q2	$717K	Buy	+6,258	New	+$697K	0.03%	116

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Churchill Management's MCK Position: Q2 2025 in Review

Churchill Management opened a new position in McKesson (MCK) in Q2 2025: 5,098 shares worth $3.74M. The stake represents 0.04% of the portfolio and ranks #108 among its holdings. This is a return to the name: Churchill Management previously reported a position in MCK as recently as Q2 2015.

Churchill Management first reported a position in MCK in Q2 2013 and has held it in 10 quarters since. The position peaked at $9.5M in Q2 2015. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

Churchill Management held 5,098 shares of McKesson worth $3.74M as of Q2 2025.
McKesson was a new Churchill Management position in Q2 2025.
McKesson made up 0.04% of Churchill Management's portfolio in Q2 2025, its #108 holding.
Churchill Management first reported a position in McKesson in Q2 2013 and has held it in 10 quarters since.
Churchill Management's McKesson position peaked at $9.5M in Q2 2015.
1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.