Kensico Capital Management’s McKesson MCK Stock Holding History

Kensico 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 Q2	$75.3M	Buy	+99,680	New	+$79M	1.29%	16
2024 Q3	–	Sell	-115,400	Closed	-$67.4M	–	28
2024 Q2	$67.4M	Buy	+115,400	New	+$64.2M	2.1%	17
2018 Q4	–	Sell	-352,000	Closed	-$46.7M	–	27
2018 Q3	$46.7M	Sell	352,000 -186,000	-35%	-$24.3M	0.77%	26
2018 Q2	$71.8M	Buy	538,000 +113,000	+27%	+$16.5M	1.17%	23
2018 Q1	$59.9M	Buy	425,000 +315,000	+286%	+$49.1M	1.06%	24
2017 Q4	$17.2M	Buy	+110,000	New	+$16.3M	0.34%	25

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kensico Capital Management's MCK Position: Q2 2026 in Review

Kensico Capital Management opened a new position in McKesson (MCK) in Q2 2026: 99,680 shares worth $75.3M. The stake represents 1.29% of the portfolio and ranks #16 among its holdings. This is a return to the name: Kensico Capital Management previously reported a position in MCK as recently as Q2 2024.

Kensico Capital Management first reported a position in MCK in Q4 2017 and has held it in 6 quarters since. 2,015 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Kensico Capital Management held 99,680 shares of McKesson worth $75.3M as of Q2 2026.
McKesson was a new Kensico Capital Management position in Q2 2026.
McKesson made up 1.29% of Kensico Capital Management's portfolio in Q2 2026, its #16 holding.
Kensico Capital Management first reported a position in McKesson in Q4 2017 and has held it in 6 quarters since.
2,015 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Kensico Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.