Marietta Investment Partners’s McKesson MCK Stock Holding History

Marietta Investment Partners’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	$5.45M	Buy	6,300 +5,051	+404%	+$4.51M	1.09%	29
2025 Q4	$1.02M	Buy	+1,249	New	+$1.02M	0.2%	90
2016 Q4	–	Sell	-2,919	Closed	-$487K	–	148
2016 Q3	$487K	Hold	2,919	–	–	0.16%	103
2016 Q2	$545K	Hold	2,919	–	–	0.19%	89
2016 Q1	$459K	Sell	2,919 -352	-11%	-$56.9K	0.19%	92
2015 Q4	$645K	Sell	3,271 -180	-5%	-$34K	0.26%	82
2015 Q3	$642K	Sell	3,451 -22,378	-87%	-$4.74M	0.25%	84
2015 Q2	$5.81M	Buy	25,829 +2,052	+9%	+$474K	2.26%	13
2015 Q1	$5.38M	Sell	23,777 -1,118	-4%	-$248K	2.1%	16
2014 Q4	$5.17M	Buy	+24,895	New	+$5.06M	2.07%	18

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

Marietta Investment Partners's MCK Position: Q1 2026 in Review

Marietta Investment Partners increased its McKesson (MCK) stake by 404% in Q1 2026, buying an estimated $4.51M and bringing the position to 6,300 shares worth $5.45M. The position accounts for 1.09% of the portfolio, ranked #29.

Marietta Investment Partners first reported a position in MCK in Q4 2014 and has held it in 10 quarters since. The position peaked at $5.81M in Q2 2015. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Marietta Investment Partners held 6,300 shares of McKesson worth $5.45M as of Q1 2026.
Marietta Investment Partners bought 5,051 McKesson shares in Q1 2026, an estimated $4.51M.
McKesson made up 1.09% of Marietta Investment Partners's portfolio in Q1 2026, its #29 holding.
Marietta Investment Partners first reported a position in McKesson in Q4 2014 and has held it in 10 quarters since.
Marietta Investment Partners's McKesson position peaked at $5.81M in Q2 2015.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.