MOTCO’s McKesson MCK Stock Holding History

MOTCO’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 Q3	$12.3M	Sell	14,379 -109	-0.8%	-$93.8K	1.01%	31
2026 Q2	$10.9M	Buy	14,488 +90	+0.6%	+$71.4K	0.94%	33
2026 Q1	$12.5M	Sell	14,398 -162	-1%	-$145K	1.15%	23
2025 Q4	$11.9M	Sell	14,560 -82	-0.6%	-$66.9K	1.08%	30
2025 Q3	$11.3M	Buy	14,642 +14,613	+50,390%	+$10.3M	1.03%	33
2025 Q2	$20.1K	Buy	29 +23	+383%	+$16.2K	﹤0.01%	379
2025 Q1	$4.04K	Sell	6 -43	-88%	-$26.6K	﹤0.01%	464
2024 Q4	$27.9K	Sell	49 -9	-16%	-$5.04K	﹤0.01%	325
2024 Q3	$28.7K	Hold	58	–	–	﹤0.01%	381
2024 Q2	$33.9K	Sell	58 -13	-18%	-$7.24K	﹤0.01%	456
2024 Q1	$38.1K	Sell	71 -1	-1%	-$508	﹤0.01%	419
2023 Q4	$33.3K	Hold	72	–	–	﹤0.01%	389
2023 Q3	$31.3K	Sell	72 -2	-3%	-$843	﹤0.01%	401
2023 Q2	$31.6K	Sell	74 -95	-56%	-$36.5K	﹤0.01%	407
2023 Q1	$60.2K	Hold	169	–	–	﹤0.01%	318
2022 Q4	$63.4K	Hold	169	–	–	﹤0.01%	323
2022 Q3	$57K	Hold	169	–	–	﹤0.01%	344
2022 Q2	$55K	Buy	169 +71	+72%	+$22.7K	﹤0.01%	352
2022 Q1	$30K	Hold	98	–	–	﹤0.01%	401
2021 Q4	$24K	Hold	98	–	–	﹤0.01%	411
2021 Q3	$20K	Buy	+98	New	+$19.6K	﹤0.01%	426
2021 Q1	–	Sell	-17	Closed	-$3K	–	714
2020 Q4	$3K	Hold	17	–	–	﹤0.01%	639
2020 Q3	$3K	Hold	17	–	–	﹤0.01%	556
2020 Q2	$3K	Hold	17	–	–	﹤0.01%	511
2020 Q1	$2K	Buy	+17	New	+$2.49K	﹤0.01%	550
2019 Q3	–	Sell	-64	Closed	-$9K	–	652
2019 Q2	$9K	Sell	64 -116	-64%	-$14.5K	﹤0.01%	618
2019 Q1	$21K	Sell	180 -62	-26%	-$7.65K	﹤0.01%	387
2018 Q4	$27K	Hold	242	–	–	﹤0.01%	364
2018 Q3	$32K	Hold	242	–	–	﹤0.01%	373
2018 Q2	$32K	Hold	242	–	–	﹤0.01%	357
2018 Q1	$34K	Sell	242 -361	-60%	-$56.2K	﹤0.01%	354
2017 Q4	$94K	Hold	603	–	–	0.01%	255
2017 Q3	$93K	Sell	603 -238	-28%	-$37.1K	0.01%	251
2017 Q2	$138K	Sell	841 -58	-6%	-$8.79K	0.01%	221
2017 Q1	$133K	Sell	899 -55	-6%	-$8.06K	0.01%	211
2016 Q4	$134K	Buy	954 +129	+16%	+$19K	0.02%	206
2016 Q3	$138K	Buy	825 +120	+17%	+$22.4K	0.02%	209
2016 Q2	$132K	Sell	705 -113	-14%	-$19.8K	0.01%	211
2016 Q1	$129K	Sell	818 -129	-14%	-$20.8K	0.01%	208
2015 Q4	$187K	Sell	947 -434	-31%	-$81.9K	0.02%	183
2015 Q3	$256K	Hold	1,381	–	–	0.03%	167
2015 Q2	$310K	Buy	1,381 +1,213	+722%	+$280K	0.04%	168
2015 Q1	$38K	Buy	168 +128	+320%	+$28.4K	﹤0.01%	299
2014 Q4	$8K	Hold	40	–	–	﹤0.01%	498
2014 Q3	$8K	Buy	+40	New	+$7.7K	﹤0.01%	502

Other funds holding MCK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MOTCO's MCK Position: Q3 2026 in Review

MOTCO reduced its McKesson (MCK) stake by 0.75% in Q3 2026, selling an estimated $93.8K and leaving 14,379 shares worth $12.3M. The position accounts for 1.01% of the portfolio, ranked #31.

MOTCO first reported a position in MCK in Q3 2014 and has held it in 45 quarters since. The position peaked at $12.5M in Q1 2026. 1,368 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

MOTCO held 14,379 shares of McKesson worth $12.3M as of Q3 2026.
MOTCO sold 109 McKesson shares in Q3 2026, an estimated $93.8K.
McKesson made up 1.01% of MOTCO's portfolio in Q3 2026, its #31 holding.
MOTCO first reported a position in McKesson in Q3 2014 and has held it in 45 quarters since.
MOTCO's McKesson position peaked at $12.5M in Q1 2026.
1,368 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.