JIR
MCK icon

James Investment Research’s McKesson MCK Stock Holding History

James Investment Research’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
Q2 		$2.77M Sell
3,664
-121
-3% -$95.9K 0.28% 86
2026
Q1 		$3.28M Buy
3,785
+272
+8% +$243K 0.37% 67
2025
Q4 		$2.88M Buy
3,513
+2,823
+409% +$2.3M 0.31% 74
2025
Q3 		$533K Buy
+690
New +$486K 0.06% 233
2023
Q2 		– Sell
-45
Closed -$16K – 434
2023
Q1 		$16K Sell
45
-76
-63% -$27.5K ﹤0.01% 452
2022
Q4 		$45K Sell
121
-51
-30% -$19K 0.01% 364
2022
Q3 		$58K Buy
+172
New +$59.7K 0.01% 350
2017
Q2 		– Sell
-90
Closed -$13K – 748
2017
Q1 		$13K Buy
+90
New +$13.2K ﹤0.01% 617
2016
Q1 		– Sell
-8
Closed -$2K – 470
2015
Q4 		$2K Buy
+8
New +$1.51K ﹤0.01% 481
2014
Q1 		– Sell
-248
Closed -$40K – 544
2013
Q4 		$40K Buy
248
+7
+3% +$1.07K ﹤0.01% 384
2013
Q3 		$31K Buy
241
+29
+14% +$3.56K ﹤0.01% 394
2013
Q2 		$24K Buy
+212
New +$23.6K ﹤0.01% 403

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

James Investment Research's MCK Position: Q2 2026 in Review

James Investment Research reduced its McKesson (MCK) stake by 3.2% in Q2 2026, selling an estimated $95.9K and leaving 3,664 shares worth $2.77M. The position accounts for 0.28% of the portfolio, ranked #86.

James Investment Research first reported a position in MCK in Q2 2013 and has held it in 12 quarters since. The position peaked at $3.28M in Q1 2026. 2,007 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • James Investment Research held 3,664 shares of McKesson worth $2.77M as of Q2 2026.
  • James Investment Research sold 121 McKesson shares in Q2 2026, an estimated $95.9K.
  • McKesson made up 0.28% of James Investment Research's portfolio in Q2 2026, its #86 holding.
  • James Investment Research first reported a position in McKesson in Q2 2013 and has held it in 12 quarters since.
  • James Investment Research's McKesson position peaked at $3.28M in Q1 2026.
  • 2,007 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.