Jacobi Capital 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 | $1.95M | Buy |
2,256
+178
| +9% | +$159K | 0.11% | 169 |
|
|
2025
Q4 | $1.7M | Sell |
2,078
-108
| -5% | -$88.1K | 0.1% | 195 |
|
|
2025
Q3 | $1.69M | Sell |
2,186
-216
| -9% | -$152K | 0.1% | 196 |
|
|
2025
Q2 | $1.76M | Buy |
2,402
+131
| +6% | +$92.4K | 0.12% | 176 |
|
|
2025
Q1 | $1.53M | Buy |
2,271
+55
| +2% | +$34K | 0.11% | 188 |
|
|
2024
Q4 | $1.26M | Sell |
2,216
-172
| -7% | -$96.3K | 0.09% | 211 |
|
|
2024
Q3 | $1.18M | Buy |
2,388
+287
| +14% | +$160K | 0.09% | 212 |
|
|
2024
Q2 | $1.23M | Buy |
2,101
+40
| +2% | +$22.3K | 0.11% | 185 |
|
|
2024
Q1 | $1.11M | Buy |
2,061
+13
| +0.6% | +$6.6K | 0.1% | 185 |
|
|
2023
Q4 | $948K | Buy |
2,048
+90
| +5% | +$40.9K | 0.1% | 195 |
|
|
2023
Q3 | $852K | Sell |
1,958
-150
| -7% | -$63.2K | 0.1% | 195 |
|
|
2023
Q2 | $901K | Sell |
2,108
-1,649
| -44% | -$634K | 0.1% | 190 |
|
|
2023
Q1 | $1.34M | Buy |
3,757
+252
| +7% | +$91K | 0.16% | 134 |
|
|
2022
Q4 | $1.31M | Sell |
3,505
-1
| -0% | -$373 | 0.16% | 128 |
|
|
2022
Q3 | $1.19M | Buy |
3,506
+103
| +3% | +$35.8K | 0.16% | 130 |
|
|
2022
Q2 | $1.11M | Buy |
3,403
+1
| +0% | +$320 | 0.15% | 145 |
|
|
2022
Q1 | $1.04M | Buy |
3,402
+62
| +2% | +$16.9K | 0.12% | 161 |
|
|
2021
Q4 | $830K | Buy |
3,340
+74
| +2% | +$16.2K | 0.1% | 191 |
|
|
2021
Q3 | $651K | Buy |
3,266
+105
| +3% | +$21K | 0.08% | 204 |
|
|
2021
Q2 | $604K | Buy |
3,161
+58
| +2% | +$11.2K | 0.08% | 205 |
|
|
2021
Q1 | $605K | Sell |
3,103
-97
| -3% | -$17.7K | 0.09% | 187 |
|
|
2020
Q4 | $557K | Sell |
3,200
-193
| -6% | -$32.1K | 0.09% | 184 |
|
|
2020
Q3 | $505K | Sell |
3,393
-125
| -4% | -$19K | 0.09% | 181 |
|
|
2020
Q2 | $540K | Buy |
3,518
+106
| +3% | +$15.3K | 0.1% | 160 |
|
|
2020
Q1 | $461K | Buy |
3,412
+82
| +2% | +$12K | 0.1% | 163 |
|
|
2019
Q4 | $461K | Sell |
3,330
-136
| -4% | -$19.2K | 0.08% | 195 |
|
|
2019
Q3 | $474K | Buy |
3,466
+37
| +1% | +$5.25K | 0.09% | 179 |
|
|
2019
Q2 | $461K | Buy |
3,429
+359
| +12% | +$44.8K | 0.09% | 185 |
|
|
2019
Q1 | $359K | Sell |
3,070
-1,252
| -29% | -$155K | 0.09% | 162 |
|
|
2018
Q4 | $477K | Buy |
4,322
+3,114
| +258% | +$388K | 0.13% | 117 |
|
|
2018
Q3 | $160K | Hold |
1,208
| – | – | 0.04% | 260 |
|
|
2018
Q2 | $161K | Buy |
1,208
+223
| +23% | +$32.6K | 0.05% | 240 |
|
|
2018
Q1 | $138K | Buy |
985
+375
| +61% | +$58.4K | 0.04% | 245 |
|
|
2017
Q4 | $97K | Buy |
610
+432
| +243% | +$64K | 0.03% | 267 |
|
|
2017
Q3 | $26K | Hold |
178
| – | – | 0.01% | 456 |
|
|
2017
Q2 | $29K | Hold |
178
| – | – | 0.01% | 394 |
|
|
2017
Q1 | $26K | Hold |
178
| – | – | 0.01% | 323 |
|
|
2016
Q4 | $25K | Hold |
178
| – | – | 0.02% | 297 |
|
|
2016
Q3 | $29K | Hold |
178
| – | – | 0.01% | 319 |
|
|
2016
Q2 | $34K | Buy |
+178
| New | +$31.2K | 0.02% | 276 |
|
Other funds holding MCK
VCM
VPM
Jacobi Capital Management's MCK Position: Q1 2026 in Review
Jacobi Capital Management increased its McKesson (MCK) stake by 8.6% in Q1 2026, buying an estimated $159K and bringing the position to 2,256 shares worth $1.95M. The position accounts for 0.11% of the portfolio, ranked #169.
Jacobi Capital Management first reported a position in MCK in Q2 2016 and has held it in 40 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Jacobi Capital Management held 2,256 shares of McKesson worth $1.95M as of Q1 2026.
- Jacobi Capital Management bought 178 McKesson shares in Q1 2026, an estimated $159K.
- McKesson made up 0.11% of Jacobi Capital Management's portfolio in Q1 2026, its #169 holding.
- Jacobi Capital Management first reported a position in McKesson in Q2 2016 and has held it in 40 quarters since.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.