Luther King Capital Management (LKCM)’s McKesson MCK Stock Holding History

Luther King Capital Management (LKCM)’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	$37.1M	Buy	49,096 +7,887	+19%	+$6.25M	0.15%	101
2026 Q1	$35.7M	Buy	41,209 +755	+2%	+$674K	0.15%	98
2025 Q4	$33.2M	Buy	40,454 +4,114	+11%	+$3.36M	0.14%	108
2025 Q3	$28.1M	Buy	36,340 +2,359	+7%	+$1.66M	0.12%	114
2025 Q2	$24.9M	Buy	33,981 +1,936	+6%	+$1.37M	0.11%	119
2025 Q1	$21.6M	Buy	32,045 +873	+3%	+$540K	0.1%	126
2024 Q4	$17.8M	Buy	31,172 +9,998	+47%	+$5.6M	0.08%	134
2024 Q3	$10.5M	Buy	21,174 +6,815	+47%	+$3.79M	0.04%	156
2024 Q2	$8.39M	Buy	14,359 +13,318	+1,279%	+$7.41M	0.04%	165
2024 Q1	$559K	Hold	1,041	–	–	﹤0.01%	458
2023 Q4	$482K	Hold	1,041	–	–	﹤0.01%	458
2023 Q3	$453K	Hold	1,041	–	–	﹤0.01%	469
2023 Q2	$445K	Sell	1,041 -1	-0.1%	-$384	﹤0.01%	492
2023 Q1	$371K	Buy	1,042 +1	+0.1%	+$361	﹤0.01%	495
2022 Q4	$391K	Hold	1,041	–	–	﹤0.01%	482
2022 Q3	$354K	Hold	1,041	–	–	﹤0.01%	488
2022 Q2	$340K	Buy	1,041 +41	+4%	+$13.1K	﹤0.01%	530
2022 Q1	$306K	Sell	1,000 -15	-1%	-$4.08K	﹤0.01%	545
2021 Q4	$252K	Buy	+1,015	New	+$223K	﹤0.01%	584
2019 Q3	–	Sell	-1,785	Closed	-$240K	–	543
2019 Q2	$240K	Buy	+1,785	New	+$223K	﹤0.01%	486
2017 Q4	–	Sell	-1,401	Closed	-$215K	–	532
2017 Q3	$215K	Hold	1,401	–	–	﹤0.01%	481
2017 Q2	$231K	Hold	1,401	–	–	﹤0.01%	466
2017 Q1	$208K	Sell	1,401 -690	-33%	-$101K	﹤0.01%	498
2016 Q4	$294K	Hold	2,091	–	–	﹤0.01%	448
2016 Q3	$349K	Hold	2,091	–	–	﹤0.01%	424
2016 Q2	$390K	Hold	2,091	–	–	﹤0.01%	424
2016 Q1	$329K	Sell	2,091 -804	-28%	-$130K	﹤0.01%	438
2015 Q4	$571K	Sell	2,895 -2,831	-49%	-$534K	0.01%	400
2015 Q3	$1.06M	Buy	5,726 +64	+1%	+$13.6K	0.01%	355
2015 Q2	$1.27M	Sell	5,662 -1,075	-16%	-$249K	0.01%	345
2015 Q1	$1.52M	Buy	6,737 +890	+15%	+$197K	0.01%	326
2014 Q4	$1.21M	Hold	5,847	–	–	0.01%	353
2014 Q3	$1.14M	Sell	5,847 -100	-2%	-$19.2K	0.01%	371
2014 Q2	$1.11M	Sell	5,947 -23	-0.4%	-$4.09K	0.01%	367
2014 Q1	$1.05M	Buy	5,970 +1,866	+45%	+$326K	0.01%	373
2013 Q4	$662K	Sell	4,104 -18,010	-81%	-$2.77M	0.01%	423
2013 Q3	$2.84M	Buy	22,114 +8,075	+58%	+$992K	0.02%	311
2013 Q2	$1.61M	Buy	+14,039	New	+$1.56M	0.02%	358

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Luther King Capital Management (LKCM)'s MCK Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its McKesson (MCK) stake by 19% in Q2 2026, buying an estimated $6.25M and bringing the position to 49,096 shares worth $37.1M. The position accounts for 0.15% of the portfolio, ranked #101.

Luther King Capital Management (LKCM) first reported a position in MCK in Q2 2013 and has held it in 38 quarters since. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Luther King Capital Management (LKCM) held 49,096 shares of McKesson worth $37.1M as of Q2 2026.
Luther King Capital Management (LKCM) bought 7,887 McKesson shares in Q2 2026, an estimated $6.25M.
McKesson made up 0.15% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #101 holding.
Luther King Capital Management (LKCM) first reported a position in McKesson in Q2 2013 and has held it in 38 quarters since.
1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.