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Haven Private’s McKesson MCK Stock Holding History

Haven Private’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 		$2.07M Sell
2,390
-9
-0.4% -$8.03K 0.9% 29
2025
Q4 		$1.97M Buy
2,399
+40
+2% +$32.6K 0.86% 29
2025
Q3 		$1.82M Sell
2,359
-74
-3% -$52.1K 0.81% 31
2025
Q2 		$1.78M Sell
2,433
-53
-2% -$37.4K 0.79% 31
2025
Q1 		$1.67M Sell
2,486
-1
-0% -$618 0.95% 29
2024
Q4 		$1.42M Buy
+2,487
New +$1.39M 0.79% 31

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

Haven Private's MCK Position: Q1 2026 in Review

Haven Private reduced its McKesson (MCK) stake by 0.38% in Q1 2026, selling an estimated $8.03K and leaving 2,390 shares worth $2.07M. The position accounts for 0.9% of the portfolio, ranked #29.

Haven Private first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Haven Private held 2,390 shares of McKesson worth $2.07M as of Q1 2026.
  • Haven Private sold 9 McKesson shares in Q1 2026, an estimated $8.03K.
  • McKesson made up 0.9% of Haven Private's portfolio in Q1 2026, its #29 holding.
  • Haven Private first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.