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Knollwood Investment Advisory’s McKesson MCK Stock Holding History

Knollwood Investment Advisory’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 		$5.68M Hold
6,569
– – 0.57% 40
2025
Q4 		$5.39M Hold
6,569
– – 0.51% 42
2025
Q3 		$5.07M Sell
6,569
-14
-0.2% -$9.86K 0.46% 46
2025
Q2 		$4.82M Hold
6,583
– – 0.46% 48
2025
Q1 		$4.43M Hold
6,583
– – 0.49% 46
2024
Q4 		$3.75M Sell
6,583
-11,064
-63% -$6.2M 0.39% 53
2024
Q3 		$8.73M Sell
17,647
-2,100
-11% -$1.17M 0.93% 18
2024
Q2 		$11.5M Buy
19,747
+17,607
+823% +$9.8M 1.28% 11
2024
Q1 		$1.15M Hold
2,140
– – 0.21% 92
2023
Q4 		$991K Buy
+2,140
New +$973K 0.21% 98

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Knollwood Investment Advisory's MCK Position: Q1 2026 in Review

Knollwood Investment Advisory held its McKesson (MCK) position steady in Q1 2026 at 6,569 shares worth $5.68M. The position accounts for 0.57% of the portfolio, ranked #40.

Knollwood Investment Advisory first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.5M in Q2 2024. 2,036 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Knollwood Investment Advisory held 6,569 shares of McKesson worth $5.68M as of Q1 2026.
  • Knollwood Investment Advisory left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.57% of Knollwood Investment Advisory's portfolio in Q1 2026, its #40 holding.
  • Knollwood Investment Advisory first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
  • Knollwood Investment Advisory's McKesson position peaked at $11.5M in Q2 2024.
  • 2,036 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.