Evercore Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.1M | Sell |
14,007
-130
| -0.9% | -$116K | 0.19% | 62 |
|
|
2025
Q4 | $11.6M | Sell |
14,137
-62
| -0.4% | -$50.6K | 0.17% | 68 |
|
|
2025
Q3 | $11M | Sell |
14,199
-1,923
| -12% | -$1.35M | 0.16% | 69 |
|
|
2025
Q2 | $11.8M | Sell |
16,122
-344
| -2% | -$243K | 0.18% | 63 |
|
|
2025
Q1 | $11.1M | Sell |
16,466
-3,202
| -16% | -$1.98M | 0.18% | 62 |
|
|
2024
Q4 | $11.2M | Buy |
19,668
+730
| +4% | +$409K | 0.17% | 63 |
|
|
2024
Q3 | $9.36M | Sell |
18,938
-2,430
| -11% | -$1.35M | 0.14% | 76 |
|
|
2024
Q2 | $12.5M | Sell |
21,368
-338
| -2% | -$188K | 0.2% | 59 |
|
|
2024
Q1 | $11.7M | Sell |
21,706
-225
| -1% | -$114K | 0.18% | 60 |
|
|
2023
Q4 | $10.2M | Buy |
21,931
+856
| +4% | +$389K | 0.17% | 65 |
|
|
2023
Q3 | $9.16M | Sell |
21,075
-377
| -2% | -$159K | 0.17% | 67 |
|
|
2023
Q2 | $9.17M | Sell |
21,452
-260
| -1% | -$99.9K | 0.17% | 67 |
|
|
2023
Q1 | $7.73M | Sell |
21,712
-930
| -4% | -$336K | 0.15% | 70 |
|
|
2022
Q4 | $8.49M | Sell |
22,642
-2,694
| -11% | -$1M | 0.18% | 67 |
|
|
2022
Q3 | $8.61M | Sell |
25,336
-467
| -2% | -$162K | 0.19% | 62 |
|
|
2022
Q2 | $8.42M | Sell |
25,803
-325
| -1% | -$104K | 0.18% | 63 |
|
|
2022
Q1 | $8M | Sell |
26,128
-75
| -0.3% | -$20.4K | 0.14% | 74 |
|
|
2021
Q4 | $6.51M | Hold |
26,203
| – | – | 0.11% | 89 |
|
|
2021
Q3 | $5.22M | Sell |
26,203
-3,690
| -12% | -$738K | 0.09% | 101 |
|
|
2021
Q2 | $5.72M | Sell |
29,893
-427
| -1% | -$82.5K | 0.1% | 99 |
|
|
2021
Q1 | $5.91M | Sell |
30,320
-1,435
| -5% | -$262K | 0.12% | 96 |
|
|
2020
Q4 | $5.52M | Sell |
31,755
-1,015
| -3% | -$169K | 0.12% | 96 |
|
|
2020
Q3 | $4.88M | Sell |
32,770
-135
| -0.4% | -$20.5K | 0.12% | 91 |
|
|
2020
Q2 | $5.05M | Sell |
32,905
-2,355
| -7% | -$340K | 0.13% | 86 |
|
|
2020
Q1 | $4.77M | Sell |
35,260
-4,449
| -11% | -$652K | 0.16% | 81 |
|
|
2019
Q4 | $5.49M | Sell |
39,709
-3,117
| -7% | -$441K | 0.15% | 85 |
|
|
2019
Q3 | $5.85M | Sell |
42,826
-4,477
| -9% | -$635K | 0.17% | 77 |
|
|
2019
Q2 | $6.36M | Sell |
47,303
-2,219
| -4% | -$277K | 0.19% | 74 |
|
|
2019
Q1 | $5.8M | Sell |
49,522
-1,180
| -2% | -$146K | 0.19% | 79 |
|
|
2018
Q4 | $5.6M | Sell |
50,702
-4,710
| -8% | -$587K | 0.21% | 75 |
|
|
2018
Q3 | $7.35M | Sell |
55,412
-907
| -2% | -$118K | 0.24% | 72 |
|
|
2018
Q2 | $7.51M | Sell |
56,319
-777
| -1% | -$114K | 0.26% | 68 |
|
|
2018
Q1 | $8.04M | Sell |
57,096
-5,415
| -9% | -$844K | 0.31% | 62 |
|
|
2017
Q4 | $9.75M | Sell |
62,511
-2,046
| -3% | -$303K | 0.36% | 54 |
|
|
2017
Q3 | $9.92M | Hold |
64,557
| – | – | 0.39% | 53 |
|
|
2017
Q2 | $10.6M | Sell |
64,557
-5,000
| -7% | -$758K | 0.41% | 53 |
|
|
2017
Q1 | $10.3M | Sell |
69,557
-6,277
| -8% | -$919K | 0.4% | 57 |
|
|
2016
Q4 | $10.7M | Sell |
75,834
-118,718
| -61% | -$17.5M | 0.44% | 55 |
|
|
2016
Q3 | $32.4M | Sell |
194,552
-910
| -0.5% | -$170K | 1.34% | 29 |
|
|
2016
Q2 | $36.5M | Sell |
195,462
-8,683
| -4% | -$1.52M | 1.61% | 22 |
|
|
2016
Q1 | $32.1M | Buy |
204,145
+18,012
| +10% | +$2.91M | 1.42% | 28 |
|
|
2015
Q4 | $36.7M | Buy |
186,133
+29,852
| +19% | +$5.64M | 1.7% | 16 |
|
|
2015
Q3 | $29M | Buy |
156,281
+5,090
| +3% | +$1.08M | 1.38% | 23 |
|
|
2015
Q2 | $34M | Buy |
151,191
+2,174
| +1% | +$503K | 1.53% | 17 |
|
|
2015
Q1 | $33.7M | Sell |
149,017
-726
| -0.5% | -$161K | 1.55% | 13 |
|
|
2014
Q4 | $31.1M | Buy |
149,743
+1,481
| +1% | +$301K | 1.55% | 20 |
|
|
2014
Q3 | $28.9M | Sell |
148,262
-1,356
| -0.9% | -$261K | 1.45% | 18 |
|
|
2014
Q2 | $27.9M | Buy |
149,618
+16,559
| +12% | +$2.95M | 1.44% | 17 |
|
|
2014
Q1 | $23.5M | Sell |
133,059
-2,578
| -2% | -$450K | 1.32% | 21 |
|
|
2013
Q4 | $21.9M | Buy |
135,637
+2,985
| +2% | +$458K | 1.2% | 24 |
|
|
2013
Q3 | $17M | Buy |
132,652
+3,300
| +3% | +$405K | 0.97% | 29 |
|
|
2013
Q2 | $14.8M | Buy |
+129,352
| New | +$14.4M | 0.84% | 36 |
|
Other funds holding MCK
VCM
VPM
Evercore Wealth Management's MCK Position: Q1 2026 in Review
Evercore Wealth Management reduced its McKesson (MCK) stake by 0.92% in Q1 2026, selling an estimated $116K and leaving 14,007 shares worth $12.1M. The position accounts for 0.19% of the portfolio, ranked #62.
Evercore Wealth Management first reported a position in MCK in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.7M in Q4 2015. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Evercore Wealth Management held 14,007 shares of McKesson worth $12.1M as of Q1 2026.
- Evercore Wealth Management sold 130 McKesson shares in Q1 2026, an estimated $116K.
- McKesson made up 0.19% of Evercore Wealth Management's portfolio in Q1 2026, its #62 holding.
- Evercore Wealth Management first reported a position in McKesson in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's McKesson position peaked at $36.7M in Q4 2015.
- 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.