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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cumberland Partners's MCK Position: Q1 2026 in Review

Cumberland Partners reduced its McKesson (MCK) stake by 45% in Q1 2026, selling an estimated $3.26M and leaving 4,375 shares worth $3.79M. The position accounts for 0.29% of the portfolio, ranked #61.

Cumberland Partners first reported a position in MCK in Q4 2014 and has held it in 16 quarters since. The position peaked at $24.6M in Q1 2015. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Cumberland Partners held 4,375 shares of McKesson worth $3.79M as of Q1 2026.
  • Cumberland Partners sold 3,650 McKesson shares in Q1 2026, an estimated $3.26M.
  • McKesson made up 0.29% of Cumberland Partners's portfolio in Q1 2026, its #61 holding.
  • Cumberland Partners first reported a position in McKesson in Q4 2014 and has held it in 16 quarters since.
  • Cumberland Partners's McKesson position peaked at $24.6M in Q1 2015.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.