Cidel Asset Management’s McKesson MCK Stock Holding History

Cidel Asset 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
2026 Q2	$422K	Buy	559 +38	+7%	+$30.1K	0.02%	297
2026 Q1	$451K	Buy	521 +51	+11%	+$45.5K	0.02%	253
2025 Q4	$386K	Hold	470	–	–	0.03%	239
2025 Q3	$363K	Buy	470 +24	+5%	+$16.9K	0.02%	247
2025 Q2	$327K	Hold	446	–	–	0.02%	254
2025 Q1	$300K	Buy	446 +21	+5%	+$13K	0.02%	259
2024 Q4	$242K	Hold	425	–	–	0.02%	285
2024 Q3	$210K	Hold	425	–	–	0.01%	324
2024 Q2	$248K	Hold	425	–	–	0.02%	273
2024 Q1	$228K	Sell	425 -14	-3%	-$7.11K	0.02%	295
2023 Q4	$203K	Buy	+439	New	+$200K	0.01%	304

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cidel Asset Management's MCK Position: Q2 2026 in Review

Cidel Asset Management increased its McKesson (MCK) stake by 7.3% in Q2 2026, buying an estimated $30.1K and bringing the position to 559 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #297.

Cidel Asset Management first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $451K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Cidel Asset Management held 559 shares of McKesson worth $422K as of Q2 2026.
Cidel Asset Management bought 38 McKesson shares in Q2 2026, an estimated $30.1K.
McKesson made up 0.02% of Cidel Asset Management's portfolio in Q2 2026, its #297 holding.
Cidel Asset Management first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
Cidel Asset Management's McKesson position peaked at $451K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.