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IEQ Capital’s McKesson MCK Stock Holding History

IEQ Capital’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 		$15.2M Sell
20,166
-17,474
-46% -$13.9M 0.07% 259
2026
Q1 		$32.6M Buy
37,640
+451
+1% +$403K 0.15% 123
2025
Q4 		$30.5M Buy
37,189
+8,996
+32% +$7.34M 0.09% 131
2025
Q3 		$21.8M Sell
28,193
-4,620
-14% -$3.25M 0.07% 159
2025
Q2 		$24M Buy
32,813
+4,022
+14% +$2.84M 0.15% 101
2025
Q1 		$19.4M Buy
28,791
+7,912
+38% +$4.89M 0.15% 95
2024
Q4 		$11.9M Buy
20,879
+12,251
+142% +$6.86M 0.12% 111
2024
Q3 		$4.27M Buy
8,628
+867
+11% +$483K 0.05% 221
2024
Q2 		$4.53M Buy
7,761
+861
+12% +$479K 0.06% 200
2024
Q1 		$3.7M Buy
6,900
+572
+9% +$290K 0.05% 227
2023
Q4 		$2.93M Buy
6,328
+621
+11% +$282K 0.05% 228
2023
Q3 		$2.48M Sell
5,707
-39
-0.7% -$16.4K 0.05% 224
2023
Q2 		$2.46M Buy
5,746
+411
+8% +$158K 0.05% 233
2023
Q1 		$1.9M Sell
5,335
-512
-9% -$185K 0.04% 261
2022
Q4 		$2.19M Sell
5,847
-32
-0.5% -$11.9K 0.06% 226
2022
Q3 		$2M Buy
5,879
+2,032
+53% +$705K 0.05% 231
2022
Q2 		$1.25M Buy
3,847
+49
+1% +$15.7K 0.04% 266
2022
Q1 		$1.16M Buy
3,798
+1,168
+44% +$318K 0.03% 298
2021
Q4 		$654K Sell
2,630
-369
-12% -$81K 0.02% 393
2021
Q3 		$598K Buy
2,999
+1,097
+58% +$219K 0.02% 385
2021
Q2 		$364K Buy
1,902
+401
+27% +$77.5K 0.01% 418
2021
Q1 		$293K Buy
+1,501
New +$274K 0.01% 364
2020
Q2 		– Sell
-1,839
Closed -$248K – 370
2020
Q1 		$248K Buy
+1,839
New +$269K 0.02% 306

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

IEQ Capital's MCK Position: Q2 2026 in Review

IEQ Capital reduced its McKesson (MCK) stake by 46% in Q2 2026, selling an estimated $13.9M and leaving 20,166 shares worth $15.2M. The position accounts for 0.07% of the portfolio, ranked #259.

IEQ Capital first reported a position in MCK in Q1 2020 and has held it in 23 quarters since. The position peaked at $32.6M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • IEQ Capital held 20,166 shares of McKesson worth $15.2M as of Q2 2026.
  • IEQ Capital sold 17,474 McKesson shares in Q2 2026, an estimated $13.9M.
  • McKesson made up 0.07% of IEQ Capital's portfolio in Q2 2026, its #259 holding.
  • IEQ Capital first reported a position in McKesson in Q1 2020 and has held it in 23 quarters since.
  • IEQ Capital's McKesson position peaked at $32.6M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.