Kovitz Investment Group Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.7M | Buy |
29,663
+4,216
| +17% | +$3.76M | 0.6% | 40 |
|
|
2025
Q4 | $20.9M | Sell |
25,447
-23,465
| -48% | -$19.1M | 0.46% | 49 |
|
|
2025
Q3 | $37.8M | Buy |
48,912
+13,689
| +39% | +$9.64M | 0.15% | 129 |
|
|
2025
Q2 | $25.8M | Buy |
35,223
+22,080
| +168% | +$15.6M | 0.11% | 167 |
|
|
2025
Q1 | $8.85M | Buy |
13,143
+3,841
| +41% | +$2.37M | 0.04% | 295 |
|
|
2024
Q4 | $5.31M | Sell |
9,302
-179
| -2% | -$100K | 0.03% | 387 |
|
|
2024
Q3 | $3.71M | Buy |
9,481
+861
| +10% | +$479K | 0.03% | 387 |
|
|
2024
Q2 | $5.04M | Buy |
8,620
+8,077
| +1,487% | +$4.5M | 0.04% | 286 |
|
|
2024
Q1 | $291K | Buy |
+543
| New | +$276K | ﹤0.01% | 587 |
|
|
2022
Q1 | – | Sell |
-4,871
| Closed | -$847K | – | 447 |
|
|
2021
Q4 | $847K | Buy |
4,871
+334
| +7% | +$73.3K | 0.02% | 299 |
|
|
2021
Q3 | $905K | Hold |
4,537
| – | – | 0.02% | 307 |
|
|
2021
Q2 | $868K | Sell |
4,537
-172
| -4% | -$33.2K | 0.02% | 314 |
|
|
2021
Q1 | $918K | Sell |
4,709
-161
| -3% | -$29.4K | 0.02% | 289 |
|
|
2020
Q4 | $847K | Sell |
4,870
-213
| -4% | -$35.5K | 0.02% | 293 |
|
|
2020
Q3 | $757K | Sell |
5,083
-95
| -2% | -$14.4K | 0.02% | 284 |
|
|
2020
Q2 | $794K | Buy |
5,178
+266
| +5% | +$38.4K | 0.02% | 275 |
|
|
2020
Q1 | $664K | Sell |
4,912
-5,585
| -53% | -$818K | 0.02% | 277 |
|
|
2019
Q4 | $1.45M | Sell |
10,497
-114
| -1% | -$16.1K | 0.04% | 226 |
|
|
2019
Q3 | $1.45M | Sell |
10,611
-106
| -1% | -$15K | 0.05% | 221 |
|
|
2019
Q2 | $1.44M | Buy |
10,717
+1,187
| +12% | +$148K | 0.05% | 229 |
|
|
2019
Q1 | $1.11M | Buy |
9,530
+15
| +0.2% | +$1.85K | 0.04% | 265 |
|
|
2018
Q4 | $1.05M | Sell |
9,515
-325,569
| -97% | -$40.6M | 0.04% | 193 |
|
|
2018
Q3 | $44.4M | Sell |
335,084
-10,507
| -3% | -$1.37M | 2.02% | 22 |
|
|
2018
Q2 | $46.1M | Sell |
345,591
-762
| -0.2% | -$111K | 2.15% | 19 |
|
|
2018
Q1 | $48.8M | Sell |
346,353
-812
| -0.2% | -$127K | 2.35% | 17 |
|
|
2017
Q4 | $54.1K | Sell |
347,165
-11,602
| -3% | -$1.72M | 2.32% | 16 |
|
|
2017
Q3 | $55.1M | Buy |
358,767
+2,648
| +0.7% | +$413K | 2.74% | 15 |
|
|
2017
Q2 | $58.6M | Buy |
356,119
+10,126
| +3% | +$1.54M | 3.12% | 12 |
|
|
2017
Q1 | $51.3M | Buy |
345,993
+19,400
| +6% | +$2.84M | 2.82% | 14 |
|
|
2016
Q4 | $45.9M | Buy |
326,593
+206,543
| +172% | +$30.4M | 2.67% | 17 |
|
|
2016
Q3 | $20M | Buy |
120,050
+5,566
| +5% | +$1.04M | 1.23% | 28 |
|
|
2016
Q2 | $19.6M | Buy |
+114,484
| New | +$20.1M | 1.36% | 28 |
|
Other funds holding MCK
VCM
VPM
Kovitz Investment Group Partners's MCK Position: Q1 2026 in Review
Kovitz Investment Group Partners increased its McKesson (MCK) stake by 17% in Q1 2026, buying an estimated $3.76M and bringing the position to 29,663 shares worth $25.7M. The position accounts for 0.6% of the portfolio, ranked #40.
Kovitz Investment Group Partners first reported a position in MCK in Q2 2016 and has held it in 32 quarters since. The position peaked at $58.6M in Q2 2017. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Kovitz Investment Group Partners held 29,663 shares of McKesson worth $25.7M as of Q1 2026.
- Kovitz Investment Group Partners bought 4,216 McKesson shares in Q1 2026, an estimated $3.76M.
- McKesson made up 0.6% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #40 holding.
- Kovitz Investment Group Partners first reported a position in McKesson in Q2 2016 and has held it in 32 quarters since.
- Kovitz Investment Group Partners's McKesson position peaked at $58.6M in Q2 2017.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.