MAI Capital Management’s McKesson MCK Stock Holding History

MAI Capital 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	–	Hold	0	–	–	–	951
2025 Q4	–	Hold	0	–	–	–	917
2025 Q3	–	Hold	0	–	–	–	586
2025 Q2	–	Hold	0	–	–	–	553
2025 Q1	–	Hold	0	–	–	–	540
2024 Q4	–	Sell	-2,200	Closed	-$1.23M	–	582
2024 Q3	$1.09M	Sell	2,200 -100	-4%	-$55.7K	0.01%	536
2024 Q2	$1.34M	Hold	2,300	–	–	0.01%	518
2024 Q1	$1.23M	Buy	+2,300	New	+$1.17M	0.01%	505

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

MAI Capital Management's MCK Position: Q1 2026 in Review

MAI Capital Management reduced its McKesson (MCK) stake by 1.2% in Q1 2026, selling an estimated $56.2K and leaving 5,016 shares worth $4.34M. The position accounts for 0.02% of the portfolio, ranked #441.

MAI Capital Management first reported a position in MCK in Q2 2013 and has held it in 47 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

MAI Capital Management held 5,016 shares of McKesson worth $4.34M as of Q1 2026.
MAI Capital Management sold 63 McKesson shares in Q1 2026, an estimated $56.2K.
McKesson made up 0.02% of MAI Capital Management's portfolio in Q1 2026, its #441 holding.
MAI Capital Management first reported a position in McKesson in Q2 2013 and has held it in 47 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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