Ironwood Investment Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.86M | Sell |
3,305
-12
| -0.4% | -$10.7K | 1.19% | 20 |
|
|
2025
Q4 | $2.72M | Sell |
3,317
-100
| -3% | -$81.6K | 1.14% | 21 |
|
|
2025
Q3 | $2.64M | Sell |
3,417
-8
| -0.2% | -$5.63K | 1.15% | 23 |
|
|
2025
Q2 | $2.51M | Sell |
3,425
-65
| -2% | -$45.9K | 1.22% | 20 |
|
|
2025
Q1 | $2.35M | Hold |
3,490
| – | – | 1.28% | 19 |
|
|
2024
Q4 | $1.99M | Hold |
3,490
| – | – | 0.99% | 26 |
|
|
2024
Q3 | $1.73M | Sell |
3,490
-110
| -3% | -$61.3K | 0.84% | 32 |
|
|
2024
Q2 | $2.1M | Hold |
3,600
| – | – | 1.12% | 27 |
|
|
2024
Q1 | $1.93M | Sell |
3,600
-285
| -7% | -$145K | 0.94% | 32 |
|
|
2023
Q4 | $1.8M | Sell |
3,885
-10
| -0.3% | -$4.55K | 0.95% | 31 |
|
|
2023
Q3 | $1.69M | Sell |
3,895
-25
| -0.6% | -$10.5K | 1.03% | 29 |
|
|
2023
Q2 | $1.68M | Sell |
3,920
-75
| -2% | -$28.8K | 0.97% | 29 |
|
|
2023
Q1 | $1.42M | Sell |
3,995
-233
| -6% | -$84.2K | 0.89% | 34 |
|
|
2022
Q4 | $1.59M | Sell |
4,228
-515
| -11% | -$192K | 1.05% | 25 |
|
|
2022
Q3 | $1.61M | Sell |
4,743
-150
| -3% | -$52.1K | 1.13% | 24 |
|
|
2022
Q2 | $1.6M | Sell |
4,893
-395
| -7% | -$126K | 1.07% | 27 |
|
|
2022
Q1 | $1.62M | Sell |
5,288
-105
| -2% | -$28.6K | 0.88% | 34 |
|
|
2021
Q4 | $1.34M | Hold |
5,393
| – | – | 0.66% | 48 |
|
|
2021
Q3 | $1.07M | Sell |
5,393
-60
| -1% | -$12K | 0.56% | 61 |
|
|
2021
Q2 | $1.04M | Hold |
5,453
| – | – | 0.53% | 67 |
|
|
2021
Q1 | $1.06M | Sell |
5,453
-85
| -2% | -$15.5K | 0.56% | 63 |
|
|
2020
Q4 | $963K | Sell |
5,538
-11
| -0.2% | -$1.83K | 0.56% | 59 |
|
|
2020
Q3 | $826K | Sell |
5,549
-100
| -2% | -$15.2K | 0.59% | 62 |
|
|
2020
Q2 | $867K | Sell |
5,649
-385
| -6% | -$55.6K | 0.68% | 50 |
|
|
2020
Q1 | $816K | Sell |
6,034
-164
| -3% | -$24K | 0.82% | 39 |
|
|
2019
Q4 | $857K | Sell |
6,198
-20
| -0.3% | -$2.83K | 0.59% | 52 |
|
|
2019
Q3 | $850K | Hold |
6,218
| – | – | 0.64% | 51 |
|
|
2019
Q2 | $836K | Hold |
6,218
| – | – | 0.65% | 55 |
|
|
2019
Q1 | $728K | Sell |
6,218
-10
| -0.2% | -$1.23K | 0.59% | 61 |
|
|
2018
Q4 | $688K | Buy |
6,228
+40
| +0.6% | +$4.99K | 0.64% | 49 |
|
|
2018
Q3 | $821K | Hold |
6,188
| – | – | 0.57% | 59 |
|
|
2018
Q2 | $825K | Sell |
6,188
-15
| -0.2% | -$2.19K | 0.59% | 59 |
|
|
2018
Q1 | $874K | Hold |
6,203
| – | – | 0.64% | 52 |
|
|
2017
Q4 | $967K | Hold |
6,203
| – | – | 0.69% | 47 |
|
|
2017
Q3 | $953K | Sell |
6,203
-15
| -0.2% | -$2.34K | 0.67% | 50 |
|
|
2017
Q2 | $1.02M | Sell |
6,218
-50
| -0.8% | -$7.58K | 0.74% | 42 |
|
|
2017
Q1 | $929K | Hold |
6,268
| – | – | 0.7% | 50 |
|
|
2016
Q4 | $880K | Sell |
6,268
-70
| -1% | -$10.3K | 0.64% | 57 |
|
|
2016
Q3 | $1.06M | Hold |
6,338
| – | – | 0.81% | 43 |
|
|
2016
Q2 | $1.18M | Sell |
6,338
-25
| -0.4% | -$4.38K | 0.89% | 38 |
|
|
2016
Q1 | $1M | Sell |
6,363
-75
| -1% | -$12.1K | 0.66% | 64 |
|
|
2015
Q4 | $1.27M | Sell |
6,438
-150
| -2% | -$28.3K | 0.52% | 72 |
|
|
2015
Q3 | $1.22M | Sell |
6,588
-120
| -2% | -$25.4K | 0.45% | 73 |
|
|
2015
Q2 | $1.51M | Sell |
6,708
-297
| -4% | -$68.7K | 0.35% | 80 |
|
|
2015
Q1 | $1.58M | Sell |
7,005
-40
| -0.6% | -$8.87K | 0.29% | 86 |
|
|
2014
Q4 | $1.46M | Sell |
7,045
-167
| -2% | -$33.9K | 0.27% | 89 |
|
|
2014
Q3 | $1.4M | Sell |
7,212
-285
| -4% | -$54.9K | 0.25% | 92 |
|
|
2014
Q2 | $1.4M | Sell |
7,497
-10
| -0.1% | -$1.78K | 0.22% | 96 |
|
|
2014
Q1 | $1.33M | Sell |
7,507
-335
| -4% | -$58.5K | 0.19% | 92 |
|
|
2013
Q4 | $1.27M | Sell |
7,842
-170
| -2% | -$26.1K | 0.18% | 96 |
|
|
2013
Q3 | $1.03M | Sell |
8,012
-290
| -3% | -$35.6K | 0.16% | 99 |
|
|
2013
Q2 | $951K | Buy |
+8,302
| New | +$924K | 0.17% | 97 |
|
Other funds holding MCK
VCM
VPM
Ironwood Investment Management's MCK Position: Q1 2026 in Review
Ironwood Investment Management reduced its McKesson (MCK) stake by 0.36% in Q1 2026, selling an estimated $10.7K and leaving 3,305 shares worth $2.86M. The position accounts for 1.19% of the portfolio, ranked #20.
Ironwood Investment Management first reported a position in MCK in Q2 2013 and has held it in 52 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Ironwood Investment Management held 3,305 shares of McKesson worth $2.86M as of Q1 2026.
- Ironwood Investment Management sold 12 McKesson shares in Q1 2026, an estimated $10.7K.
- McKesson made up 1.19% of Ironwood Investment Management's portfolio in Q1 2026, its #20 holding.
- Ironwood Investment Management first reported a position in McKesson in Q2 2013 and has held it in 52 quarters since.
- 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.