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Distillate Capital Partners’s McKesson MCK Stock Holding History

Distillate Capital 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 		$22.1M Sell
25,501
-5,016
-16% -$4.48M 1.16% 21
2025
Q4 		$25M Sell
30,517
-624
-2% -$509K 1.29% 17
2025
Q3 		$24.1M Sell
31,141
-452
-1% -$318K 1.25% 21
2025
Q2 		$23.2M Sell
31,593
-1,453
-4% -$1.03M 1.24% 21
2025
Q1 		$22.2M Sell
33,046
-9,579
-22% -$5.92M 1.14% 23
2024
Q4 		$24.3M Sell
42,625
-8,651
-17% -$4.84M 1.19% 19
2024
Q3 		$25.3M Buy
51,276
+15,536
+43% +$8.65M 1.27% 32
2024
Q2 		$20.9M Buy
35,740
+35,712
+127,543% +$19.9M 1.1% 22
2024
Q1 		$15K Hold
28
– – 2.52% 13
2023
Q4 		$13K Hold
28
– – 2.82% 20
2023
Q3 		$12.2K Sell
28
-2
-7% -$843 3.07% 4
2023
Q2 		$12.8K Hold
30
– – 4.15% 6
2023
Q1 		$10.7K Buy
30
+1
+3% +$361 2.74% 25
2022
Q4 		$10.9K Sell
29
-22,326
-100% -$8.33M 1.01% 53
2022
Q3 		$7.8M Sell
22,355
-3,043
-12% -$1.06M 1.04% 23
2022
Q2 		$8.29M Sell
25,398
-3,018
-11% -$966K 1.18% 18
2022
Q1 		$8.7M Buy
28,416
+1,695
+6% +$461K 1.24% 18
2021
Q4 		$6.64M Buy
26,721
+6,709
+34% +$1.47M 1.11% 22
2021
Q3 		$3.99M Buy
20,012
+4,024
+25% +$804K 1.06% 25
2021
Q2 		$3.06M Buy
15,988
+504
+3% +$97.3K 0.85% 52
2021
Q1 		$3.02M Buy
15,484
+3,317
+27% +$605K 0.98% 29
2020
Q4 		$2.11M Buy
+12,167
New +$2.03M 1.01% 27

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 $315B AUM 27.84% 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

Distillate Capital Partners's MCK Position: Q1 2026 in Review

Distillate Capital Partners reduced its McKesson (MCK) stake by 16% in Q1 2026, selling an estimated $4.48M and leaving 25,501 shares worth $22.1M. The position accounts for 1.16% of the portfolio, ranked #21.

Distillate Capital Partners first reported a position in MCK in Q4 2020 and has held it in 22 quarters since. The position peaked at $25.3M in Q3 2024. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Distillate Capital Partners held 25,501 shares of McKesson worth $22.1M as of Q1 2026.
  • Distillate Capital Partners sold 5,016 McKesson shares in Q1 2026, an estimated $4.48M.
  • McKesson made up 1.16% of Distillate Capital Partners's portfolio in Q1 2026, its #21 holding.
  • Distillate Capital Partners first reported a position in McKesson in Q4 2020 and has held it in 22 quarters since.
  • Distillate Capital Partners's McKesson position peaked at $25.3M in Q3 2024.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Distillate Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.