Lakewood Asset Management’s McKesson MCK Stock Holding History

Lakewood 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	$3.52M	Sell	4,064 -2,562	-39%	-$2.29M	2.25%	10
2025 Q4	$5.44M	Buy	6,626 +71	+1%	+$57.9K	3.19%	7
2025 Q3	$5.06M	Buy	6,555 +50	+0.8%	+$35.2K	3.06%	8
2025 Q2	$4.77M	Sell	6,505 -3,531	-35%	-$2.49M	3.18%	6
2025 Q1	$6.75M	Buy	10,036 +2,670	+36%	+$1.65M	4.56%	4
2024 Q4	$4.2M	Buy	7,366 +38	+0.5%	+$21.3K	2.89%	7
2024 Q3	$3.62M	Sell	7,328 -1,023	-12%	-$570K	2.48%	9
2024 Q2	$4.88M	Sell	8,351 -74	-0.9%	-$41.2K	3.4%	4
2024 Q1	$4.52M	Buy	8,425 +55	+0.7%	+$27.9K	3.07%	5
2023 Q4	$3.87M	Buy	8,370 +46	+0.6%	+$20.9K	3.01%	5
2023 Q3	$3.62M	Sell	8,324 -6	-0.1%	-$2.53K	2.95%	5
2023 Q2	$3.56M	Sell	8,330 -46	-0.5%	-$17.7K	2.8%	4
2023 Q1	$2.98M	Hold	8,376	–	–	2.48%	5
2022 Q4	$3.14M	Buy	+8,376	New	+$3.12M	2.54%	5

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

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

Lakewood Asset Management reduced its McKesson (MCK) stake by 39% in Q1 2026, selling an estimated $2.29M and leaving 4,064 shares worth $3.52M. The position accounts for 2.25% of the portfolio, ranked #10.

Lakewood Asset Management first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.75M in Q1 2025. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Lakewood Asset Management held 4,064 shares of McKesson worth $3.52M as of Q1 2026.
Lakewood Asset Management sold 2,562 McKesson shares in Q1 2026, an estimated $2.29M.
McKesson made up 2.25% of Lakewood Asset Management's portfolio in Q1 2026, its #10 holding.
Lakewood Asset Management first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
Lakewood Asset Management's McKesson position peaked at $6.75M in Q1 2025.
2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.