KA
MCK icon

Klingman & Associates’s McKesson MCK Stock Holding History

Klingman & Associates’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 		– Sell
-291
Closed -$252K – 358
2026
Q1 		$252K Buy
291
+33
+13% +$29.5K 0.01% 286
2025
Q4 		$212K Buy
+258
New +$211K 0.01% 311
2016
Q4 		– Sell
-150
Closed -$25K – 226
2016
Q3 		$25K Hold
150
– – 0.01% 250
2016
Q2 		$28K Hold
150
– – 0.01% 236
2016
Q1 		$24K Hold
150
– – 0.01% 241
2015
Q4 		$30K Hold
150
– – 0.01% 238
2015
Q3 		$27K Hold
150
– – 0.01% 237
2015
Q2 		$34K Hold
150
– – 0.01% 208
2015
Q1 		$34K Hold
150
– – 0.01% 196
2014
Q4 		$31K Buy
+150
New +$30.5K 0.01% 202

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

Klingman & Associates's MCK Position: Q2 2026 in Review

Klingman & Associates sold out of McKesson (MCK) in Q2 2026, closing a stake of 291 shares — an estimated $252K sold.

Klingman & Associates first reported a position in MCK in Q4 2014 and held it in 10 quarters. The position peaked at $252K in Q1 2026. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Klingman & Associates reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Klingman & Associates sold 291 McKesson shares in Q2 2026, an estimated $252K.
  • Klingman & Associates first reported a position in McKesson in Q4 2014 and held it in 10 quarters.
  • Klingman & Associates's McKesson position peaked at $252K in Q1 2026.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.