Islay Capital Management’s McKesson MCK Stock Holding History

Islay Capital 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 Q1	$562K	Buy	+649	New	+$579K	0.29%	74
2025 Q3	–	Sell	-1,422	Closed	-$1.04M	–	223
2025 Q2	$1.04M	Buy	+1,422	New	+$1M	0.67%	51
2025 Q1	–	Sell	-1,273	Closed	-$725K	–	211
2024 Q4	$725K	Buy	1,273 +1,248	+4,992%	+$699K	0.5%	69
2024 Q3	$12.4K	Sell	25 -2,430	-99%	-$1.35M	0.01%	159
2024 Q2	$1.43M	Buy	+2,455	New	+$1.37M	1.03%	32
2024 Q1	–	Sell	-2,253	Closed	-$1.14M	–	214
2023 Q4	$1.04M	Buy	+2,253	New	+$1.02M	0.81%	41
2023 Q2	–	Sell	-1,694	Closed	-$651K	–	233
2023 Q1	$603K	Buy	1,694 +554	+49%	+$200K	0.59%	57
2022 Q4	$428K	Buy	1,140 +261	+30%	+$97.3K	0.49%	55
2022 Q3	$299K	Buy	879 +258	+42%	+$89.6K	0.36%	65
2022 Q2	$203K	Buy	621 +50	+9%	+$16K	0.21%	67
2022 Q1	$175K	Buy	+571	New	+$155K	0.15%	87
2021 Q4	–	Sell	-632	Closed	-$126K	–	303
2021 Q3	$126K	Buy	+632	New	+$126K	0.1%	114
2021 Q1	–	Sell	-1,353	Closed	-$235K	–	299
2020 Q4	$235K	Sell	1,353 -53	-4%	-$8.83K	0.21%	63
2020 Q3	$209K	Buy	+1,406	New	+$213K	0.22%	65

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Islay Capital Management's MCK Position: Q1 2026 in Review

Islay Capital Management opened a new position in McKesson (MCK) in Q1 2026: 649 shares worth $562K. The stake represents 0.29% of the portfolio and ranks #74 among its holdings. This is a return to the name: Islay Capital Management previously reported a position in MCK as recently as Q2 2025.

Islay Capital Management first reported a position in MCK in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.43M in Q2 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Islay Capital Management held 649 shares of McKesson worth $562K as of Q1 2026.
McKesson was a new Islay Capital Management position in Q1 2026.
McKesson made up 0.29% of Islay Capital Management's portfolio in Q1 2026, its #74 holding.
Islay Capital Management first reported a position in McKesson in Q3 2020 and has held it in 14 quarters since.
Islay Capital Management's McKesson position peaked at $1.43M in Q2 2024.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.