Copeland Capital Management’s McKesson MCK Stock Holding History

Copeland Capital 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 Q1	–	Sell	-9	Closed	-$5.13K	–	303
2024 Q4	$5.13K	Hold	9	–	–	﹤0.01%	246
2024 Q3	$4.45K	Buy	+9	New	+$5.01K	﹤0.01%	234
2024 Q2	–	Sell	-9	Closed	-$4.83K	–	204
2024 Q1	$4.83K	Hold	9	–	–	﹤0.01%	226
2023 Q4	$4.17K	Hold	9	–	–	﹤0.01%	224
2023 Q3	$3.91K	Hold	9	–	–	﹤0.01%	232
2023 Q2	$3.85K	Hold	9	–	–	﹤0.01%	249
2023 Q1	$3K	Buy	+9	New	+$3.25K	﹤0.01%	242
2021 Q2	–	Sell	-15	Closed	-$3K	–	283
2021 Q1	$3K	Hold	15	–	–	﹤0.01%	235
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	223
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	238
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	230
2020 Q1	$2K	Buy	15 +5	+50%	+$732	﹤0.01%	222
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	301
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	295
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	296
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	256
2018 Q4	$1K	Buy	+10	New	+$1.25K	﹤0.01%	264

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Copeland Capital Management's MCK Position: Q1 2025 in Review

Copeland Capital Management sold out of McKesson (MCK) in Q1 2025, closing a stake of 9 shares — an estimated $5.13K sold.

Copeland Capital Management first reported a position in MCK in Q4 2018 and held it in 17 quarters. The position peaked at $5.13K in Q4 2024. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

Copeland Capital Management reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
Copeland Capital Management sold 9 McKesson shares in Q1 2025, an estimated $5.13K.
Copeland Capital Management first reported a position in McKesson in Q4 2018 and held it in 17 quarters.
Copeland Capital Management's McKesson position peaked at $5.13K in Q4 2024.
1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Copeland Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.