De Burlo Group
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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
Q3 		$14M Sell
16,450
-4,960
-23% -$4.27M 2.47% 12
2026
Q2 		$16.2M Sell
21,410
-2,220
-9% -$1.76M 2.96% 9
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

De Burlo Group's MCK Position: Q3 2026 in Review

De Burlo Group reduced its McKesson (MCK) stake by 23% in Q3 2026, selling an estimated $4.27M and leaving 16,450 shares worth $14M. The position accounts for 2.47% of the portfolio, ranked #12.

De Burlo Group first reported a position in MCK in Q2 2013 and has held it in 23 quarters since. The position peaked at $35.4M in Q3 2025. 1,287 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • De Burlo Group held 16,450 shares of McKesson worth $14M as of Q3 2026.
  • De Burlo Group sold 4,960 McKesson shares in Q3 2026, an estimated $4.27M.
  • McKesson made up 2.47% of De Burlo Group's portfolio in Q3 2026, its #12 holding.
  • De Burlo Group first reported a position in McKesson in Q2 2013 and has held it in 23 quarters since.
  • De Burlo Group's McKesson position peaked at $35.4M in Q3 2025.
  • 1,287 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on De Burlo Group's 13F filing for Q3 2026, filed 5 Nov 2026.