Donaldson Capital Management’s McKesson MCK Stock Holding History

Donaldson Capital Management’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	$424K	Buy	490 +21	+4%	+$18.7K	0.01%	184
2025 Q4	$385K	Hold	469	–	–	0.01%	190
2025 Q3	$362K	Sell	469 -14	-3%	-$9.86K	0.01%	188
2025 Q2	$354K	Buy	483 +100	+26%	+$70.6K	0.01%	182
2025 Q1	$258K	Buy	+383	New	+$237K	0.01%	201
2024 Q4	–	Sell	-414	Closed	-$205K	–	220
2024 Q3	$205K	Sell	414 -266	-39%	-$148K	0.01%	209
2024 Q2	$397K	Buy	680 +54	+9%	+$30.1K	0.02%	172
2024 Q1	$336K	Buy	626 +13	+2%	+$6.6K	0.01%	177
2023 Q4	$284K	Sell	613 -219	-26%	-$99.6K	0.01%	193
2023 Q3	$362K	Sell	832 -8	-1%	-$3.37K	0.02%	176
2023 Q2	$359K	Buy	+840	New	+$323K	0.02%	177

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Donaldson Capital Management's MCK Position: Q1 2026 in Review

Donaldson Capital Management increased its McKesson (MCK) stake by 4.5% in Q1 2026, buying an estimated $18.7K and bringing the position to 490 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #184.

Donaldson Capital Management first reported a position in MCK in Q2 2023 and has held it in 11 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Donaldson Capital Management held 490 shares of McKesson worth $424K as of Q1 2026.
Donaldson Capital Management bought 21 McKesson shares in Q1 2026, an estimated $18.7K.
McKesson made up 0.01% of Donaldson Capital Management's portfolio in Q1 2026, its #184 holding.
Donaldson Capital Management first reported a position in McKesson in Q2 2023 and has held it in 11 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.