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Firetrail Investments’s McKesson MCK Stock Holding History

Firetrail Investments’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
Q2 		$11.9M Sell
15,910
-400
-2% -$317K 3.37% 11
2026
Q1 		$14.1M Sell
16,310
-1,686
-9% -$1.5M 4.82% 6
2025
Q4 		$14.8M Sell
17,996
-6,524
-27% -$5.32M 4.86% 6
2025
Q3 		$18.8M Sell
24,520
-851
-3% -$599K 4.71% 5
2025
Q2 		$18.5M Sell
25,371
-507
-2% -$358K 4.83% 6
2025
Q1 		$17.6M Buy
25,878
+923
+4% +$571K 5.13% 6
2024
Q4 		$14.3M Buy
24,955
+961
+4% +$538K 4.28% 9
2024
Q3 		$11.9M Sell
23,994
-5,915
-20% -$3.29M 3.41% 12
2024
Q2 		$17.5M Buy
29,909
+15,913
+114% +$8.86M 5.3% 4
2024
Q1 		$7.51M Buy
13,996
+43
+0.3% +$21.8K 6.18% 4
2023
Q4 		$6.79M Buy
+13,953
New +$6.34M 5% 9

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Firetrail Investments's MCK Position: Q2 2026 in Review

Firetrail Investments reduced its McKesson (MCK) stake by 2.5% in Q2 2026, selling an estimated $317K and leaving 15,910 shares worth $11.9M. The position accounts for 3.37% of the portfolio, ranked #11.

Firetrail Investments first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.8M in Q3 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Firetrail Investments held 15,910 shares of McKesson worth $11.9M as of Q2 2026.
  • Firetrail Investments sold 400 McKesson shares in Q2 2026, an estimated $317K.
  • McKesson made up 3.37% of Firetrail Investments's portfolio in Q2 2026, its #11 holding.
  • Firetrail Investments first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Firetrail Investments's McKesson position peaked at $18.8M in Q3 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Firetrail Investments's 13F filing for Q2 2026, filed 7 Aug 2026.