Fidelis Capital Partners’s McKesson MCK Stock Holding History

Fidelis Capital Partners’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	$3.5M	Buy	4,040 +264	+7%	+$236K	0.25%	82
2025 Q4	$3.1M	Buy	3,776 +53	+1%	+$43.3K	0.23%	89
2025 Q3	$2.88M	Buy	3,723 +75	+2%	+$52.8K	0.22%	86
2025 Q2	$2.57M	Buy	3,648 +13	+0.4%	+$9.17K	0.23%	77
2025 Q1	$2.53M	Buy	3,635 +280	+8%	+$173K	0.27%	75
2024 Q4	$2.01M	Buy	3,355 +176	+6%	+$98.6K	0.2%	90
2024 Q3	$1.6M	Buy	3,179 +1,472	+86%	+$820K	0.19%	94
2024 Q2	$1.05M	Buy	1,707 +176	+11%	+$98K	0.15%	129
2024 Q1	$822K	Buy	1,531 +218	+17%	+$111K	0.12%	154
2023 Q4	$608K	Buy	1,313 +57	+5%	+$25.9K	0.13%	150
2023 Q3	$546K	Buy	1,256 +1	+0.1%	+$421	0.19%	122
2023 Q2	$536K	Buy	1,255 +56	+5%	+$21.5K	0.2%	123
2023 Q1	$439K	Buy	+1,199	New	+$433K	0.19%	130

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

Fidelis Capital Partners's MCK Position: Q1 2026 in Review

Fidelis Capital Partners increased its McKesson (MCK) stake by 7% in Q1 2026, buying an estimated $236K and bringing the position to 4,040 shares worth $3.5M. The position accounts for 0.25% of the portfolio, ranked #82.

Fidelis Capital Partners first reported a position in MCK in Q1 2023 and has held it in 13 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Fidelis Capital Partners held 4,040 shares of McKesson worth $3.5M as of Q1 2026.
Fidelis Capital Partners bought 264 McKesson shares in Q1 2026, an estimated $236K.
McKesson made up 0.25% of Fidelis Capital Partners's portfolio in Q1 2026, its #82 holding.
Fidelis Capital Partners first reported a position in McKesson in Q1 2023 and has held it in 13 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.