EFG Asset Management (Americas)’s McKesson MCK Stock Holding History

EFG Asset Management (Americas)’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
2025 Q3	$3.4M	Buy	4,399 +3,492	+385%	+$2.46M	0.59%	56
2025 Q2	$665K	Buy	+907	New	+$640K	0.12%	125
2016 Q2	–	Sell	-7,435	Closed	-$1.17M	–	94
2016 Q1	$1.17M	Buy	7,435 +692	+10%	+$112K	0.59%	42
2015 Q4	$1.17M	Buy	6,743 +1,790	+36%	+$338K	0.73%	40
2015 Q3	$916K	Buy	4,953 +2,757	+126%	+$584K	0.57%	43
2015 Q2	$521K	Buy	2,196 +175	+9%	+$40.5K	0.32%	59
2015 Q1	$457K	Buy	2,021 +546	+37%	+$121K	0.36%	42
2014 Q4	$306K	Buy	1,475 +710	+93%	+$144K	0.19%	72
2014 Q3	$150K	Buy	765 +167	+28%	+$32.1K	0.15%	54
2014 Q2	$111K	Buy	598 +271	+83%	+$48.2K	0.1%	54
2014 Q1	$58K	Buy	327 +30	+10%	+$5.24K	0.05%	70
2013 Q4	$47.9K	Buy	+297	New	+$45.6K	0.04%	67

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EFG Asset Management (Americas)'s MCK Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its McKesson (MCK) stake by 385% in Q3 2025, buying an estimated $2.46M and bringing the position to 4,399 shares worth $3.4M. The position accounts for 0.59% of the portfolio, ranked #56.

EFG Asset Management (Americas) first reported a position in MCK in Q4 2013 and has held it in 12 quarters since. 1,831 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

EFG Asset Management (Americas) held 4,399 shares of McKesson worth $3.4M as of Q3 2025.
EFG Asset Management (Americas) bought 3,492 McKesson shares in Q3 2025, an estimated $2.46M.
McKesson made up 0.59% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #56 holding.
EFG Asset Management (Americas) first reported a position in McKesson in Q4 2013 and has held it in 12 quarters since.
1,831 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.