Lodestar Private Asset Management’s McKesson MCK Stock Holding History

Lodestar Private 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	$450K	Hold	520	–	–	0.04%	160
2025 Q4	$427K	Sell	520 -63	-11%	-$51.4K	0.04%	161
2025 Q3	$450K	Hold	583	–	–	0.05%	158
2025 Q2	$427K	Sell	583 -50	-8%	-$35.3K	0.05%	156
2025 Q1	$426K	Hold	633	–	–	0.05%	151
2024 Q4	$361K	Hold	633	–	–	0.05%	162
2024 Q3	$313K	Hold	633	–	–	0.04%	175
2024 Q2	$370K	Hold	633	–	–	0.05%	158
2024 Q1	$340K	Sell	633 -10	-2%	-$5.08K	0.05%	163
2023 Q4	$298K	Hold	643	–	–	0.05%	167
2023 Q3	$280K	Sell	643 -56	-8%	-$23.6K	0.05%	161
2023 Q2	$299K	Hold	699	–	–	0.05%	163
2023 Q1	$249K	Hold	699	–	–	0.04%	170
2022 Q4	$262K	Buy	+699	New	+$261K	0.05%	167

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

Lodestar Private Asset Management's MCK Position: Q1 2026 in Review

Lodestar Private Asset Management held its McKesson (MCK) position steady in Q1 2026 at 520 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #160.

Lodestar Private Asset Management first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. The position peaked at $450K in Q3 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Lodestar Private Asset Management held 520 shares of McKesson worth $450K as of Q1 2026.
Lodestar Private Asset Management left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.04% of Lodestar Private Asset Management's portfolio in Q1 2026, its #160 holding.
Lodestar Private Asset Management first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's McKesson position peaked at $450K in Q3 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.