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Horiko Capital Management’s McKesson MCK Stock Holding History

Horiko 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
Q2 		$36.2M Buy
47,956
+3,658
+8% +$2.9M 6.37% 8
2026
Q1 		$38.3M Sell
44,298
-1,078
-2% -$962K 8.83% 6
2025
Q4 		$37.3M Sell
45,376
-905
-2% -$739K 8.23% 6
2025
Q3 		$35.6M Sell
46,281
-1,122
-2% -$790K 8.45% 6
2025
Q2 		$34.7M Sell
47,403
-1,500
-3% -$1.06M 9.05% 5
2025
Q1 		$32.9M Buy
48,903
+2,282
+5% +$1.41M 9.68% 3
2024
Q4 		$26.6M Sell
46,621
-4,103
-8% -$2.3M 7.69% 6
2024
Q3 		$25M Sell
50,724
-4,050
-7% -$2.26M 7.23% 7
2024
Q2 		$32.1M Sell
54,774
-346
-0.6% -$193K 9.13% 5
2024
Q1 		$29.6M Buy
55,120
+568
+1% +$288K 9.05% 5
2023
Q4 		$25.2M Buy
54,552
+18,367
+51% +$8.35M 8.63% 6
2023
Q3 		$15.7M Buy
36,185
+2,799
+8% +$1.18M 8.26% 7
2023
Q2 		$14.3M Buy
33,386
+4,863
+17% +$1.87M 7.58% 8
2023
Q1 		$10.2M Buy
28,523
+6,448
+29% +$2.33M 6.11% 8
2022
Q4 		$8.28M Buy
22,075
+2,557
+13% +$954K 6.39% 6
2022
Q3 		$6.63M Buy
19,518
+7,159
+58% +$2.49M 5.36% 7
2022
Q2 		$4.03M Sell
12,359
-78
-0.6% -$25K 2.95% 12
2022
Q1 		$3.81M Buy
12,437
+346
+3% +$94.1K 1.57% 14
2021
Q4 		$3M Sell
12,091
-20,066
-62% -$4.41M 1.03% 20
2021
Q3 		$6.41M Sell
32,157
-432
-1% -$86.4K 2.48% 10
2021
Q2 		$6.23M Sell
32,589
-2,164
-6% -$418K 2.34% 10
2021
Q1 		$6.78M Sell
34,753
-2,729
-7% -$498K 3.06% 10
2020
Q4 		$6.52M Buy
37,482
+7,350
+24% +$1.22M 3.36% 9
2020
Q3 		$4.49M Sell
30,132
-437
-1% -$66.3K 2.59% 12
2020
Q2 		$4.69M Hold
30,569
– – 3.11% 11
2020
Q1 		$4.13M Buy
30,569
+1,570
+5% +$230K 3.6% 8
2019
Q4 		$4.01M Hold
28,999
– – 2.71% 15
2019
Q3 		$3.96M Hold
28,999
– – 3% 15
2019
Q2 		$3.9M Hold
28,999
– – 2.96% 12
2019
Q1 		$3.4M Hold
28,999
– – 2.8% 13
2018
Q4 		$3.2M Buy
+28,999
New +$3.62M 3.4% 12

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

Horiko Capital Management's MCK Position: Q2 2026 in Review

Horiko Capital Management increased its McKesson (MCK) stake by 8.3% in Q2 2026, buying an estimated $2.9M and bringing the position to 47,956 shares worth $36.2M. The position accounts for 6.37% of the portfolio, ranked #8.

Horiko Capital Management first reported a position in MCK in Q4 2018 and has held it in 31 quarters since. The position peaked at $38.3M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Horiko Capital Management held 47,956 shares of McKesson worth $36.2M as of Q2 2026.
  • Horiko Capital Management bought 3,658 McKesson shares in Q2 2026, an estimated $2.9M.
  • McKesson made up 6.37% of Horiko Capital Management's portfolio in Q2 2026, its #8 holding.
  • Horiko Capital Management first reported a position in McKesson in Q4 2018 and has held it in 31 quarters since.
  • Horiko Capital Management's McKesson position peaked at $38.3M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Horiko Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.