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Mount Lucas Management’s McKesson MCK Stock Holding History

Mount Lucas 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
Q2 		– Sell
-2,209
Closed -$1.49M – 180
2025
Q1 		$1.49M Sell
2,209
-72
-3% -$44.5K 0.48% 55
2024
Q4 		$1.3M Sell
2,281
-120
-5% -$67.2K 0.45% 53
2024
Q3 		$1.19M Sell
2,401
-1,982
-45% -$1.1M 0.4% 63
2024
Q2 		$2.56M Sell
4,383
-368
-8% -$205K 0.73% 37
2024
Q1 		$2.55M Sell
4,751
-435
-8% -$221K 0.7% 50
2023
Q4 		$2.4M Sell
5,186
-7,391
-59% -$3.36M 0.69% 59
2023
Q3 		$5.47M Sell
12,577
-321
-2% -$135K 1.93% 6
2023
Q2 		$5.51M Buy
12,898
+4,249
+49% +$1.63M 1.84% 8
2023
Q1 		$3.08M Buy
8,649
+374
+5% +$135K 0.81% 31
2022
Q4 		$3.1M Buy
+8,275
New +$3.09M 1.02% 27
2018
Q4 		– Sell
-8,000
Closed -$1.06M – 72
2018
Q3 		$1.06M Buy
+8,000
New +$1.04M 0.16% 62
2014
Q1 		– Sell
-26,875
Closed -$4.34M – 100
2013
Q4 		$4.34M Sell
26,875
-820
-3% -$126K 0.95% 19
2013
Q3 		$3.55M Buy
27,695
+1,881
+7% +$231K 0.78% 35
2013
Q2 		$2.96M Buy
+25,814
New +$2.87M 0.67% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Lucas Management's MCK Position: Q2 2025 in Review

Mount Lucas Management sold out of McKesson (MCK) in Q2 2025, closing a stake of 2,209 shares — an estimated $1.49M sold.

Mount Lucas Management first reported a position in MCK in Q2 2013 and held it in 14 quarters. The position peaked at $5.51M in Q2 2023. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Mount Lucas Management reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Mount Lucas Management sold 2,209 McKesson shares in Q2 2025, an estimated $1.49M.
  • Mount Lucas Management first reported a position in McKesson in Q2 2013 and held it in 14 quarters.
  • Mount Lucas Management's McKesson position peaked at $5.51M in Q2 2023.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Mount Lucas Management's 13F filing for Q2 2025, filed 11 Aug 2025.