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Lone Pine Capital’s McKesson MCK Stock Holding History

Lone Pine Capital’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 		$339M Buy
+392,224
New +$350M 2.71% 21
2024
Q3 		– Sell
-560,936
Closed -$328M – 33
2024
Q2 		$328M Hold
560,936
– – 2.66% 19
2024
Q1 		$301M Buy
+560,936
New +$285M 2.38% 21

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Lone Pine Capital's MCK Position: Q1 2026 in Review

Lone Pine Capital opened a new position in McKesson (MCK) in Q1 2026: 392,224 shares worth $339M. The stake represents 2.71% of the portfolio and ranks #21 among its holdings. This is a return to the name: Lone Pine Capital previously reported a position in MCK as recently as Q2 2024.

Lone Pine Capital first reported a position in MCK in Q1 2024 and has held it in 3 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Lone Pine Capital held 392,224 shares of McKesson worth $339M as of Q1 2026.
  • McKesson was a new Lone Pine Capital position in Q1 2026.
  • McKesson made up 2.71% of Lone Pine Capital's portfolio in Q1 2026, its #21 holding.
  • Lone Pine Capital first reported a position in McKesson in Q1 2024 and has held it in 3 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Lone Pine Capital's 13F filing for Q1 2026, filed 15 May 2026.