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Hudson Portfolio Management’s McKesson MCK Stock Holding History

Hudson Portfolio 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 		$4.07M Sell
5,391
-17
-0.3% -$13.5K 3.08% 4
2026
Q1 		$4.68M Sell
5,408
-50
-0.9% -$44.6K 3.94% 3
2025
Q4 		$4.48M Sell
5,458
-83
-1% -$67.7K 3.86% 3
2025
Q3 		$4.28M Sell
5,541
-85
-2% -$59.9K 3.79% 3
2025
Q2 		$4.12M Sell
5,626
-336
-6% -$237K 3.85% 3
2025
Q1 		$4.01M Sell
5,962
-200
-3% -$124K 3.85% 2
2024
Q4 		$3.51M Sell
6,162
-50
-0.8% -$28K 3.44% 3
2024
Q3 		$3.07M Buy
+6,212
New +$3.46M 3.02% 4
2023
Q4 		$3.81M Sell
8,237
-346
-4% -$157K 4.13% 2
2023
Q3 		$3.73M Sell
8,583
-216
-2% -$91K 4.25% 2
2023
Q2 		$3.76M Sell
8,799
-623
-7% -$239K 4.09% 1
2023
Q1 		$3.35M Sell
9,422
-97
-1% -$35K 3.76% 1
2022
Q4 		$3.57M Sell
9,519
-95
-1% -$35.4K 3.95% 1
2022
Q3 		$3.27M Sell
9,614
-1,538
-14% -$534K 3.86% 1
2022
Q2 		$3.64M Sell
11,152
-493
-4% -$158K 3.76% 1
2022
Q1 		$3.56M Hold
11,645
– – 3.14% 4
2021
Q4 		$2.89M Sell
11,645
-85
-0.7% -$18.7K 2.56% 7
2021
Q3 		$2.34M Buy
11,730
+75
+0.6% +$15K 2.15% 10
2021
Q2 		$2.23M Buy
11,655
+735
+7% +$142K 2.05% 12
2021
Q1 		$2.13M Buy
+10,920
New +$1.99M 2.05% 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

Hudson Portfolio Management's MCK Position: Q2 2026 in Review

Hudson Portfolio Management reduced its McKesson (MCK) stake by 0.31% in Q2 2026, selling an estimated $13.5K and leaving 5,391 shares worth $4.07M. The position accounts for 3.08% of the portfolio, ranked #4.

Hudson Portfolio Management first reported a position in MCK in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.68M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Hudson Portfolio Management held 5,391 shares of McKesson worth $4.07M as of Q2 2026.
  • Hudson Portfolio Management sold 17 McKesson shares in Q2 2026, an estimated $13.5K.
  • McKesson made up 3.08% of Hudson Portfolio Management's portfolio in Q2 2026, its #4 holding.
  • Hudson Portfolio Management first reported a position in McKesson in Q1 2021 and has held it in 20 quarters since.
  • Hudson Portfolio Management's McKesson position peaked at $4.68M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.