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Morningstar Investment Management’s McKesson MCK Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-15,130
Closed -$11.7M – 404
2025
Q3 		$11.7M Buy
15,130
+14,537
+2,451% +$10.2M 0.43% 43
2025
Q2 		$435K Buy
+593
New +$418K 0.04% 126
2025
Q1 		– Sell
-1,564
Closed -$891K – 160
2024
Q4 		$891K Hold
1,564
– – 0.07% 80
2024
Q3 		$797K Buy
+1,564
New +$871K 0.08% 110
2023
Q4 		– Sell
-1,984
Closed -$863K – 206
2023
Q3 		$863K Hold
1,984
– – 0.12% 66
2023
Q2 		$848K Buy
+1,984
New +$763K 0.11% 70

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Management's MCK Position: Q4 2025 in Review

Morningstar Investment Management sold out of McKesson (MCK) in Q4 2025, closing a stake of 15,130 shares — an estimated $11.7M sold.

Morningstar Investment Management first reported a position in MCK in Q2 2023 and held it in 6 quarters. The position peaked at $11.7M in Q3 2025. 1,998 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Morningstar Investment Management reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 15,130 McKesson shares in Q4 2025, an estimated $11.7M.
  • Morningstar Investment Management first reported a position in McKesson in Q2 2023 and held it in 6 quarters.
  • Morningstar Investment Management's McKesson position peaked at $11.7M in Q3 2025.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.