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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
Q2 		$3.08M Buy
4,075
+11
+0.3% +$8.72K 1.69% 18
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
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

Lakewood Asset Management's MCK Position: Q2 2026 in Review

Lakewood Asset Management increased its McKesson (MCK) stake by 0.27% in Q2 2026, buying an estimated $8.72K and bringing the position to 4,075 shares worth $3.08M. The position accounts for 1.69% of the portfolio, ranked #18.

Lakewood Asset Management first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.75M in Q1 2025. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Lakewood Asset Management held 4,075 shares of McKesson worth $3.08M as of Q2 2026.
  • Lakewood Asset Management bought 11 McKesson shares in Q2 2026, an estimated $8.72K.
  • McKesson made up 1.69% of Lakewood Asset Management's portfolio in Q2 2026, its #18 holding.
  • Lakewood Asset Management first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Lakewood Asset Management's McKesson position peaked at $6.75M in Q1 2025.
  • 2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.