Jupiter Asset Management’s McKesson MCK Stock Holding History

Jupiter Asset 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	$80M	Sell	92,497 -8,945	-9%	-$7.98M	0.43%	73
2025 Q4	$83.2M	Buy	101,442 +4,521	+5%	+$3.69M	0.67%	39
2025 Q3	$74.9M	Buy	+96,921	New	+$68.3M	0.64%	41
2024 Q4	–	Sell	-126,491	Closed	-$62.5M	–	439
2024 Q3	$62.5M	Buy	126,491 +11,329	+10%	+$6.31M	0.55%	54
2024 Q2	$67.3M	Buy	115,162 +32,380	+39%	+$18M	0.64%	37
2024 Q1	$44.4M	Sell	82,782 -33,946	-29%	-$17.2M	0.42%	75
2023 Q4	$54M	Buy	116,728 +71,742	+159%	+$32.6M	0.54%	43
2023 Q3	$19.6M	Buy	+44,986	New	+$19M	0.22%	136
2023 Q2	–	Sell	-109,738	Closed	-$39.1M	–	545
2023 Q1	$39.1M	Buy	+109,738	New	+$39.6M	0.54%	43
2022 Q4	–	Sell	-1,564	Closed	-$532K	–	525
2022 Q3	$532K	Sell	1,564 -473	-23%	-$164K	0.01%	431
2022 Q2	$664K	Buy	+2,037	New	+$652K	0.01%	464
2021 Q3	–	Sell	-165,880	Closed	-$31.7M	–	608
2021 Q2	$31.7M	Sell	165,880 -46,294	-22%	-$8.94M	0.33%	86
2021 Q1	$41.4M	Sell	212,174 -84,903	-29%	-$15.5M	0.41%	65
2020 Q4	$51.7M	Buy	297,077 +94,933	+47%	+$15.8M	0.52%	45
2020 Q3	$30.1M	Buy	+202,144	New	+$30.7M	0.32%	83

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

Jupiter Asset Management's MCK Position: Q1 2026 in Review

Jupiter Asset Management reduced its McKesson (MCK) stake by 8.8% in Q1 2026, selling an estimated $7.98M and leaving 92,497 shares worth $80M. The position accounts for 0.43% of the portfolio, ranked #73.

Jupiter Asset Management first reported a position in MCK in Q3 2020 and has held it in 15 quarters since. The position peaked at $83.2M in Q4 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Jupiter Asset Management held 92,497 shares of McKesson worth $80M as of Q1 2026.
Jupiter Asset Management sold 8,945 McKesson shares in Q1 2026, an estimated $7.98M.
McKesson made up 0.43% of Jupiter Asset Management's portfolio in Q1 2026, its #73 holding.
Jupiter Asset Management first reported a position in McKesson in Q3 2020 and has held it in 15 quarters since.
Jupiter Asset Management's McKesson position peaked at $83.2M in Q4 2025.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.