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Excalibur Management’s McKesson MCK Stock Holding History

Excalibur 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 		$1.05M Sell
1,213
-60
-5% -$53.6K 0.38% 73
2025
Q4 		$1.04M Sell
1,273
-75
-6% -$61.2K 0.38% 73
2025
Q3 		$1.04M Sell
1,348
-44
-3% -$31K 0.38% 70
2025
Q2 		$1.02M Sell
1,392
-5
-0.4% -$3.53K 0.38% 72
2025
Q1 		$940K Sell
1,397
-7
-0.5% -$4.33K 0.37% 73
2024
Q4 		$800K Sell
1,404
-18
-1% -$10.1K 0.32% 83
2024
Q3 		$703K Sell
1,422
-25
-2% -$13.9K 0.27% 89
2024
Q2 		$845K Buy
1,447
+3
+0.2% +$1.67K 0.34% 76
2024
Q1 		$775K Buy
1,444
+2
+0.1% +$1.01K 0.33% 79
2023
Q4 		$669K Sell
1,442
-85
-6% -$38.7K 0.31% 79
2023
Q3 		$664K Sell
1,527
-25
-2% -$10.5K 0.35% 75
2023
Q2 		$663K Sell
1,552
-10
-0.6% -$3.84K 0.34% 75
2023
Q1 		$556K Sell
1,562
-95
-6% -$34.3K 0.29% 84
2022
Q4 		$622K Sell
1,657
-10
-0.6% -$3.73K 0.32% 75
2022
Q3 		$567K Hold
1,667
– – 0.32% 76
2022
Q2 		$544K Hold
1,667
– – 0.28% 81
2022
Q1 		$510K Hold
1,667
– – 0.22% 96
2021
Q4 		$414K Hold
1,667
– – 0.17% 112
2021
Q3 		$332K Hold
1,667
– – 0.15% 124
2021
Q2 		$319K Buy
1,667
+22
+1% +$4.25K 0.14% 121
2021
Q1 		$321K Buy
1,645
+300
+22% +$54.8K 0.16% 121
2020
Q4 		$234K Hold
1,345
– – 0.13% 130
2020
Q3 		$200K Hold
1,345
– – 0.12% 125
2020
Q2 		$206K Buy
+1,345
New +$194K 0.14% 108

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 $298B AUM 21.96% 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

Excalibur Management's MCK Position: Q1 2026 in Review

Excalibur Management reduced its McKesson (MCK) stake by 4.7% in Q1 2026, selling an estimated $53.6K and leaving 1,213 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #73.

Excalibur Management first reported a position in MCK in Q2 2020 and has held it in 24 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Excalibur Management held 1,213 shares of McKesson worth $1.05M as of Q1 2026.
  • Excalibur Management sold 60 McKesson shares in Q1 2026, an estimated $53.6K.
  • McKesson made up 0.38% of Excalibur Management's portfolio in Q1 2026, its #73 holding.
  • Excalibur Management first reported a position in McKesson in Q2 2020 and has held it in 24 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.