GIM
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Generate Investment Management’s McKesson MCK Stock Holding History

Generate Investment 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
Q2 		$21.2M Buy
27,992
+27,424
+4,828% +$21.7M 0.87% 29
2026
Q1 		$492K Sell
568
-3,404
-86% -$3.04M 0.02% 64
2025
Q4 		$3.26M Sell
3,972
-16,295
-80% -$13.3M 0.15% 74
2025
Q3 		$15.7M Buy
20,267
+11,765
+138% +$8.29M 0.79% 37
2025
Q2 		$6.23M Sell
8,502
-5,302
-38% -$3.74M 0.35% 71
2025
Q1 		$9.29M Sell
13,804
-4,753
-26% -$2.94M 0.65% 46
2024
Q4 		$10.6M Sell
18,557
-37,833
-67% -$21.2M 0.74% 53
2024
Q3 		$27.9M Buy
56,390
+26,244
+87% +$14.6M 1.86% 18
2024
Q2 		$17.6M Sell
30,146
-5,635
-16% -$3.14M 1.03% 28
2024
Q1 		$19.2M Buy
35,781
+18,465
+107% +$9.38M 1.39% 22
2023
Q4 		$8.02M Buy
+17,316
New +$7.87M 0.69% 56

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

Generate Investment Management's MCK Position: Q2 2026 in Review

Generate Investment Management increased its McKesson (MCK) stake by 4,828% in Q2 2026, buying an estimated $21.7M and bringing the position to 27,992 shares worth $21.2M. The position accounts for 0.87% of the portfolio, ranked #29.

Generate Investment Management first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.9M in Q3 2024. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Generate Investment Management held 27,992 shares of McKesson worth $21.2M as of Q2 2026.
  • Generate Investment Management bought 27,424 McKesson shares in Q2 2026, an estimated $21.7M.
  • McKesson made up 0.87% of Generate Investment Management's portfolio in Q2 2026, its #29 holding.
  • Generate Investment Management first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Generate Investment Management's McKesson position peaked at $27.9M in Q3 2024.
  • 2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.