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
2024 Q1	–	Sell	-3,700	Closed	-$790K	–	25
2023 Q4	$790K	Buy	3,700 +3,672	+13,114%	+$1.67M	0.27%	25
2023 Q3	$529K	Buy	+28	New	+$11.8K	0.28%	26
2023 Q1	–	Sell	-212	Closed	-$4.78M	–	28
2022 Q4	$4.78M	Sell	212 -24,488	-99%	-$9.13M	3.69%	10
2022 Q3	$4.74M	Sell	24,700 -3,500	-12%	-$1.22M	3.83%	11
2022 Q2	$5.03M	Sell	28,200 -10,000	-26%	-$3.2M	3.68%	11
2022 Q1	$6.06M	Sell	38,200 -5,100	-12%	-$1.39M	2.5%	9
2021 Q4	$4.38M	Buy	+43,300	New	+$9.51M	1.5%	15

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.