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De Burlo Group’s McKesson MCK Stock Holding History

De Burlo Group’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 		$20.4M Sell
23,630
-18,020
-43% -$16.1M 4.63% 5
2025
Q4 		$34.2M Sell
41,650
-4,190
-9% -$3.42M 4.15% 10
2025
Q3 		$35.4M Buy
45,840
+31,065
+210% +$21.9M 4.27% 5
2025
Q2 		$10.8M Buy
+14,775
New +$10.4M 1.43% 25
2024
Q3 		– Sell
-29,135
Closed -$17M – 84
2024
Q2 		$17M Buy
29,135
+8,835
+44% +$4.92M 2.29% 18
2024
Q1 		$10.9M Buy
+20,300
New +$10.3M 1.45% 25
2022
Q3 		– Sell
-103,170
Closed -$33.7M – 211
2022
Q2 		$33.7M Buy
+103,170
New +$33M 9.59% 3
2016
Q4 		– Sell
-15,125
Closed -$2.52M – 101
2016
Q3 		$2.52M Sell
15,125
-400
-3% -$74.6K 0.7% 58
2016
Q2 		$2.9M Sell
15,525
-50
-0.3% -$8.77K 0.7% 51
2016
Q1 		$2.45M Sell
15,575
-25,000
-62% -$4.04M 0.71% 50
2015
Q4 		$8M Sell
40,575
-21,750
-35% -$4.11M 1.88% 20
2015
Q3 		$11.5M Sell
62,325
-5,000
-7% -$1.06M 2.71% 6
2015
Q2 		$15.1M Buy
67,325
+500
+0.7% +$116K 3.17% 3
2015
Q1 		$15.1M Buy
66,825
+4,900
+8% +$1.09M 2.99% 3
2014
Q4 		$12.9M Sell
61,925
-7,000
-10% -$1.42M 2.6% 6
2014
Q3 		$13.4M Buy
68,925
+7,000
+11% +$1.35M 2.97% 4
2014
Q2 		$11.5M Buy
61,925
+200
+0.3% +$35.6K 2.61% 7
2014
Q1 		$10.9M Sell
61,725
-10,600
-15% -$1.85M 2.63% 9
2013
Q4 		$11.7M Buy
72,325
+22,500
+45% +$3.46M 2.79% 6
2013
Q3 		$6.39M Buy
49,825
+1,300
+3% +$160K 1.74% 19
2013
Q2 		$5.56M Buy
+48,525
New +$5.4M 1.65% 21

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

De Burlo Group's MCK Position: Q1 2026 in Review

De Burlo Group reduced its McKesson (MCK) stake by 43% in Q1 2026, selling an estimated $16.1M and leaving 23,630 shares worth $20.4M. The position accounts for 4.63% of the portfolio, ranked #5.

De Burlo Group first reported a position in MCK in Q2 2013 and has held it in 21 quarters since. The position peaked at $35.4M in Q3 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • De Burlo Group held 23,630 shares of McKesson worth $20.4M as of Q1 2026.
  • De Burlo Group sold 18,020 McKesson shares in Q1 2026, an estimated $16.1M.
  • McKesson made up 4.63% of De Burlo Group's portfolio in Q1 2026, its #5 holding.
  • De Burlo Group first reported a position in McKesson in Q2 2013 and has held it in 21 quarters since.
  • De Burlo Group's McKesson position peaked at $35.4M in Q3 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.