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Investment Management Associates’s McKesson MCK Stock Holding History

Investment Management Associates’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 		$9.5M Sell
10,977
-68
-0.6% -$60.7K 2.26% 18
2025
Q4 		$9.06M Sell
11,045
-7,035
-39% -$5.74M 2.5% 16
2025
Q3 		$14M Sell
18,080
-480
-3% -$338K 4.12% 10
2025
Q2 		$13.6M Sell
18,560
-6,315
-25% -$4.46M 4.55% 10
2025
Q1 		$16.7M Sell
24,875
-1,523
-6% -$942K 6.85% 8
2024
Q4 		$15M Sell
26,398
-1,277
-5% -$715K 6.57% 9
2024
Q3 		$13.7M Sell
27,675
-21,428
-44% -$11.9M 5.35% 9
2024
Q2 		$28.7M Sell
49,103
-799
-2% -$445K 9.84% 2
2024
Q1 		$26.8M Sell
49,902
-228
-0.5% -$116K 9.24% 2
2023
Q4 		$23.2M Sell
50,130
-41
-0.1% -$18.6K 8.97% 2
2023
Q3 		$21.8M Sell
50,171
-367
-0.7% -$155K 9.1% 2
2023
Q2 		$21.6M Sell
50,538
-395
-0.8% -$152K 7.86% 1
2023
Q1 		$18.1M Sell
50,933
-230
-0.4% -$83.1K 7.47% 1
2022
Q4 		$19.2M Sell
51,163
-1,400
-3% -$522K 8.03% 1
2022
Q3 		$17.9M Sell
52,563
-22,997
-30% -$7.98M 8.4% 1
2022
Q2 		$25.8M Sell
75,560
-1,025
-1% -$328K 11.1% 1
2022
Q1 		$23.4M Buy
76,585
+1,417
+2% +$385K 10.43% 1
2021
Q4 		$18.7M Buy
75,168
+1,625
+2% +$357K 8.49% 1
2021
Q3 		$14.7M Buy
73,543
+22,234
+43% +$4.44M 7.63% 2
2021
Q2 		$9.81M Sell
51,309
-37
-0.1% -$7.15K 5.1% 5
2021
Q1 		$10M Buy
51,346
+1,987
+4% +$363K 5.85% 2
2020
Q4 		$8.59M Buy
+49,359
New +$8.22M 6.41% 3

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

Investment Management Associates's MCK Position: Q1 2026 in Review

Investment Management Associates reduced its McKesson (MCK) stake by 0.62% in Q1 2026, selling an estimated $60.7K and leaving 10,977 shares worth $9.5M. The position accounts for 2.26% of the portfolio, ranked #18.

Investment Management Associates first reported a position in MCK in Q4 2020 and has held it in 22 quarters since. The position peaked at $28.7M in Q2 2024. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Investment Management Associates held 10,977 shares of McKesson worth $9.5M as of Q1 2026.
  • Investment Management Associates sold 68 McKesson shares in Q1 2026, an estimated $60.7K.
  • McKesson made up 2.26% of Investment Management Associates's portfolio in Q1 2026, its #18 holding.
  • Investment Management Associates first reported a position in McKesson in Q4 2020 and has held it in 22 quarters since.
  • Investment Management Associates's McKesson position peaked at $28.7M in Q2 2024.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Investment Management Associates's 13F filing for Q1 2026, filed 7 May 2026.