Farallon Capital Management’s McKesson MCK Stock Holding History

Farallon 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	$203M	Sell	234,300 -64,600	-22%	-$57.7M	1.16%	29
2025 Q4	$245M	Sell	298,900 -28,200	-9%	-$23M	1.11%	32
2025 Q3	$253M	Buy	327,100 +12,500	+4%	+$8.8M	1.03%	32
2025 Q2	$231M	Sell	314,600 -237,900	-43%	-$168M	0.97%	35
2025 Q1	$372M	Sell	552,500 -58,200	-10%	-$36M	1.78%	23
2024 Q4	$348M	Buy	+610,700	New	+$342M	1.53%	26
2014 Q2	–	Sell	-86,500	Closed	-$15.3M	–	105
2014 Q1	$15.3M	Buy	+86,500	New	+$15.1M	0.3%	53

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

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

Farallon Capital Management reduced its McKesson (MCK) stake by 22% in Q1 2026, selling an estimated $57.7M and leaving 234,300 shares worth $203M. The position accounts for 1.16% of the portfolio, ranked #29.

Farallon Capital Management first reported a position in MCK in Q1 2014 and has held it in 7 quarters since. The position peaked at $372M in Q1 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Farallon Capital Management held 234,300 shares of McKesson worth $203M as of Q1 2026.
Farallon Capital Management sold 64,600 McKesson shares in Q1 2026, an estimated $57.7M.
McKesson made up 1.16% of Farallon Capital Management's portfolio in Q1 2026, its #29 holding.
Farallon Capital Management first reported a position in McKesson in Q1 2014 and has held it in 7 quarters since.
Farallon Capital Management's McKesson position peaked at $372M in Q1 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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