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Cumberland Partners’s McKesson MCK Stock Holding History

Cumberland Partners’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 		$33.2M Buy
43,950
+39,575
+905% +$31.4M 2.15% 15
2026
Q1 		$3.79M Sell
4,375
-3,650
-45% -$3.26M 0.29% 61
2025
Q4 		$6.58M Sell
8,025
-2,415
-23% -$1.97M 0.4% 49
2025
Q3 		$8.07M Sell
10,440
-5,380
-34% -$3.79M 0.53% 42
2025
Q2 		$11.6M Buy
15,820
+1,750
+12% +$1.23M 0.8% 30
2025
Q1 		$9.47M Buy
14,070
+6,150
+78% +$3.8M 0.73% 31
2024
Q4 		$4.51M Sell
7,920
-3,910
-33% -$2.19M 0.31% 55
2024
Q3 		$5.85M Buy
11,830
+1,295
+12% +$721K 0.41% 51
2024
Q2 		$6.15M Sell
10,535
-1,000
-9% -$557K 0.45% 48
2024
Q1 		$6.19M Buy
11,535
+636
+6% +$323K 0.45% 44
2023
Q4 		$5.02M Sell
10,899
-1,395
-11% -$634K 0.46% 48
2023
Q3 		$5.35M Buy
12,294
+6,505
+112% +$2.74M 0.51% 43
2023
Q2 		$2.47M Buy
+5,789
New +$2.23M 0.23% 81
2015
Q4 		– Sell
-110,385
Closed -$20.4M – 63
2015
Q3 		$20.4M Buy
110,385
+3,740
+4% +$793K 2.53% 21
2015
Q2 		$24M Sell
106,645
-2,055
-2% -$475K 2.73% 18
2015
Q1 		$24.6M Buy
108,700
+40,875
+60% +$9.07M 2.7% 14
2014
Q4 		$14.1M Buy
+67,825
New +$13.8M 1.47% 25

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cumberland Partners's MCK Position: Q2 2026 in Review

Cumberland Partners increased its McKesson (MCK) stake by 905% in Q2 2026, buying an estimated $31.4M and bringing the position to 43,950 shares worth $33.2M. The position accounts for 2.15% of the portfolio, ranked #15.

Cumberland Partners first reported a position in MCK in Q4 2014 and has held it in 17 quarters since. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Cumberland Partners held 43,950 shares of McKesson worth $33.2M as of Q2 2026.
  • Cumberland Partners bought 39,575 McKesson shares in Q2 2026, an estimated $31.4M.
  • McKesson made up 2.15% of Cumberland Partners's portfolio in Q2 2026, its #15 holding.
  • Cumberland Partners first reported a position in McKesson in Q4 2014 and has held it in 17 quarters since.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.