Clifford Swan Investment Counsel’s McKesson MCK Stock Holding History

Clifford Swan 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	$31.7M	Sell	36,643 -2,111	-5%	-$1.88M	1.08%	26
2025 Q4	$31.8M	Buy	38,754 +168	+0.4%	+$137K	1.05%	26
2025 Q3	$29.8M	Sell	38,586 -352	-0.9%	-$248K	0.99%	28
2025 Q2	$28.5M	Sell	38,938 -2,303	-6%	-$1.63M	1.01%	28
2025 Q1	$27.8M	Sell	41,241 -491	-1%	-$304K	1.03%	28
2024 Q4	$23.8M	Sell	41,732 -1,066	-2%	-$597K	0.86%	35
2024 Q3	$21.2M	Sell	42,798 -209	-0.5%	-$116K	0.75%	43
2024 Q2	$25.1M	Sell	43,007 -614	-1%	-$342K	0.94%	32
2024 Q1	$23.4M	Sell	43,621 -1,468	-3%	-$745K	0.87%	35
2023 Q4	$20.9M	Sell	45,089 -555	-1%	-$252K	0.81%	39
2023 Q3	$19.8M	Sell	45,644 -978	-2%	-$412K	0.83%	38
2023 Q2	$19.9M	Sell	46,622 -1,105	-2%	-$425K	0.8%	40
2023 Q1	$17M	Sell	47,727 -686	-1%	-$248K	0.71%	45
2022 Q4	$18.2M	Sell	48,413 -2,736	-5%	-$1.02M	0.79%	40
2022 Q3	$17.4M	Sell	51,149 -3,296	-6%	-$1.14M	0.82%	40
2022 Q2	$17.8M	Sell	54,445 -1,809	-3%	-$579K	0.77%	41
2022 Q1	$17.2M	Sell	56,254 -4,363	-7%	-$1.19M	0.64%	46
2021 Q4	$15.1M	Sell	60,617 -367	-0.6%	-$80.6K	0.53%	54
2021 Q3	$12.7M	Sell	60,984 -1,062	-2%	-$212K	0.47%	67
2021 Q2	$12.7M	Buy	62,046 +152	+0.2%	+$29.4K	0.48%	65
2021 Q1	$12.1M	Sell	61,894 -230	-0.4%	-$42K	0.5%	66
2020 Q4	$10.8M	Sell	62,124 -3,592	-5%	-$598K	0.47%	67
2020 Q3	$9.79M	Sell	65,716 -97	-0.1%	-$14.7K	0.47%	67
2020 Q2	$10.1M	Buy	65,813 +1,500	+2%	+$217K	0.52%	63
2020 Q1	$8.7M	Sell	64,313 -10,914	-15%	-$1.6M	0.53%	64
2019 Q4	$10.4M	Sell	75,227 -946	-1%	-$134K	0.5%	68
2019 Q3	$10.4M	Sell	76,173 -4,415	-5%	-$626K	0.54%	64
2019 Q2	$10.8M	Buy	80,588 +3,866	+5%	+$482K	0.57%	59
2019 Q1	$8.98M	Buy	76,722 +7,207	+10%	+$890K	0.48%	66
2018 Q4	$7.68M	Sell	69,515 -5,962	-8%	-$744K	0.47%	68
2018 Q3	$10M	Buy	75,477 +4,264	+6%	+$556K	0.52%	63
2018 Q2	$9.5M	Buy	71,213 +2,237	+3%	+$327K	0.53%	63
2018 Q1	$9.72M	Buy	68,976 +4,273	+7%	+$666K	0.55%	65
2017 Q4	$10.1M	Buy	64,703 +2,796	+5%	+$414K	0.55%	63
2017 Q3	$9.51M	Buy	61,907 +27,934	+82%	+$4.36M	0.58%	62
2017 Q2	$5.59M	Buy	33,973 +12,500	+58%	+$1.9M	0.35%	86
2017 Q1	$3.18M	Buy	21,473 +15,873	+283%	+$2.32M	0.2%	105
2016 Q4	$787K	Buy	+5,600	New	+$824K	0.05%	162
2016 Q2	–	Sell	-1,315	Closed	-$207K	–	268
2016 Q1	$207K	Hold	1,315	–	–	0.01%	254
2015 Q4	$259K	Sell	1,315 -80	-6%	-$15.1K	0.02%	240
2015 Q3	$258K	Buy	1,395 +30	+2%	+$6.36K	0.02%	230
2015 Q2	$307K	Hold	1,365	–	–	0.02%	219
2015 Q1	$309K	Hold	1,365	–	–	0.02%	218
2014 Q4	$283K	Hold	1,365	–	–	0.02%	225
2014 Q3	$266K	Hold	1,365	–	–	0.02%	224
2014 Q2	$254K	Hold	1,365	–	–	0.02%	229
2014 Q1	$241K	Hold	1,365	–	–	0.02%	231
2013 Q4	$220K	Buy	+1,365	New	+$210K	0.02%	222

Other funds holding MCK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Clifford Swan Investment Counsel's MCK Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its McKesson (MCK) stake by 5.4% in Q1 2026, selling an estimated $1.88M and leaving 36,643 shares worth $31.7M. The position accounts for 1.08% of the portfolio, ranked #26.

Clifford Swan Investment Counsel first reported a position in MCK in Q4 2013 and has held it in 48 quarters since. The position peaked at $31.8M in Q4 2025. 2,037 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Clifford Swan Investment Counsel held 36,643 shares of McKesson worth $31.7M as of Q1 2026.
Clifford Swan Investment Counsel sold 2,111 McKesson shares in Q1 2026, an estimated $1.88M.
McKesson made up 1.08% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #26 holding.
Clifford Swan Investment Counsel first reported a position in McKesson in Q4 2013 and has held it in 48 quarters since.
Clifford Swan Investment Counsel's McKesson position peaked at $31.8M in Q4 2025.
2,037 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.