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Inlet Private Wealth’s McKesson MCK Stock Holding History

Inlet Private Wealth’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 		$15.3M Sell
17,652
-3,720
-17% -$3.32M 3.9% 2
2025
Q4 		$17.5M Sell
21,372
-655
-3% -$535K 4.07% 3
2025
Q3 		$17M Buy
22,027
+2
+0% +$1.41K 3.84% 3
2025
Q2 		$16.1M Sell
22,025
-50
-0.2% -$35.3K 3.97% 4
2025
Q1 		$14.9M Sell
22,075
-35
-0.2% -$21.6K 3.86% 3
2024
Q4 		$12.6M Sell
22,110
-445
-2% -$249K 3.33% 4
2024
Q3 		$11.2M Sell
22,555
-55
-0.2% -$30.6K 2.83% 5
2024
Q2 		$13.2M Sell
22,610
-35
-0.2% -$19.5K 3.61% 4
2024
Q1 		$12.2M Sell
22,645
-120
-0.5% -$60.9K 3.4% 4
2023
Q4 		$10.5M Sell
22,765
-75
-0.3% -$34.1K 3.23% 4
2023
Q3 		$9.93M Sell
22,840
-250
-1% -$105K 3.27% 4
2023
Q2 		$9.87M Sell
23,090
-20
-0.1% -$7.69K 2.49% 6
2023
Q1 		$8.23M Hold
23,110
– – 2.14% 9
2022
Q4 		$8.67M Sell
23,110
-3,420
-13% -$1.28M 2.23% 7
2022
Q3 		$9.02M Sell
26,530
-4,035
-13% -$1.4M 2.69% 5
2022
Q2 		$9.97M Sell
30,565
-1,185
-4% -$379K 2.85% 4
2022
Q1 		$9.72M Hold
31,750
– – 2.43% 6
2021
Q4 		$7.89M Hold
31,750
– – 1.91% 11
2021
Q3 		$6.33M Hold
31,750
– – 1.7% 15
2021
Q2 		$6.07M Sell
31,750
-40
-0.1% -$7.73K 1.59% 17
2021
Q1 		$6.2M Sell
31,790
-800
-2% -$146K 1.77% 12
2020
Q4 		$5.67M Sell
32,590
-100
-0.3% -$16.7K 1.85% 12
2020
Q3 		$4.87M Sell
32,690
-800
-2% -$121K 1.9% 13
2020
Q2 		$5.14M Hold
33,490
– – 2.05% 11
2020
Q1 		$4.53M Hold
33,490
– – 2.1% 11
2019
Q4 		$4.63M Buy
33,490
+3,300
+11% +$466K 1.53% 19
2019
Q3 		$4.13M Hold
30,190
– – 1.53% 17
2019
Q2 		$4.37M Buy
30,190
+5,150
+21% +$642K 1.57% 15
2019
Q1 		$2.93M Buy
25,040
+9,865
+65% +$1.22M 1.18% 22
2018
Q4 		$1.68M Buy
+15,175
New +$1.89M 0.9% 32

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

Inlet Private Wealth's MCK Position: Q1 2026 in Review

Inlet Private Wealth reduced its McKesson (MCK) stake by 17% in Q1 2026, selling an estimated $3.32M and leaving 17,652 shares worth $15.3M. The position accounts for 3.9% of the portfolio, ranked #2.

Inlet Private Wealth first reported a position in MCK in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.5M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Inlet Private Wealth held 17,652 shares of McKesson worth $15.3M as of Q1 2026.
  • Inlet Private Wealth sold 3,720 McKesson shares in Q1 2026, an estimated $3.32M.
  • McKesson made up 3.9% of Inlet Private Wealth's portfolio in Q1 2026, its #2 holding.
  • Inlet Private Wealth first reported a position in McKesson in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's McKesson position peaked at $17.5M in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.