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MTM Investment Management’s McKesson MCK Stock Holding History

MTM 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
2026
Q2 		$7.14M Hold
9,456
– – 2.04% 8
2026
Q1 		$8.18M Sell
9,456
-93
-1% -$83K 2.59% 7
2025
Q4 		$7.83M Sell
9,549
-431
-4% -$352K 2.5% 8
2025
Q3 		$7.71M Sell
9,980
-75
-0.7% -$52.8K 2.45% 6
2025
Q2 		$7.37M Sell
10,055
-5
-0% -$3.53K 2.48% 8
2025
Q1 		$6.78M Sell
10,060
-102
-1% -$63.1K 2.62% 7
2024
Q4 		$5.79M Sell
10,162
-901
-8% -$505K 2.23% 8
2024
Q3 		$5.37M Sell
11,063
-934
-8% -$520K 2.09% 10
2024
Q2 		$7.01M Hold
11,997
– – 2.87% 5
2024
Q1 		$6.44M Sell
11,997
-14
-0.1% -$7.11K 2.66% 5
2023
Q4 		$5.56M Sell
12,011
-87
-0.7% -$39.6K 2.54% 5
2023
Q3 		$5.26M Hold
12,098
– – 2.66% 5
2023
Q2 		$5.17M Hold
12,098
– – 2.52% 5
2023
Q1 		$4.31M Hold
12,098
– – 2.21% 7
2022
Q4 		$4.54M Hold
12,098
– – 2.36% 5
2022
Q3 		$4.11M Sell
12,098
-22
-0.2% -$7.64K 2.33% 4
2022
Q2 		$3.99M Buy
12,120
+21
+0.2% +$6.72K 2.16% 5
2022
Q1 		$3.7M Hold
12,099
– – 1.79% 10
2021
Q4 		$3.01M Sell
12,099
-194
-2% -$42.6K 1.43% 14
2021
Q3 		$2.45M Hold
12,293
– – 1.33% 17
2021
Q2 		$2.35M Hold
12,293
– – 1.23% 20
2021
Q1 		$2.4M Sell
12,293
-35
-0.3% -$6.39K 1.35% 18
2020
Q4 		$2.14M Buy
+12,328
New +$2.05M 1.32% 18

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MTM Investment Management's MCK Position: Q2 2026 in Review

MTM Investment Management held its McKesson (MCK) position steady in Q2 2026 at 9,456 shares worth $7.14M. The position accounts for 2.04% of the portfolio, ranked #8.

MTM Investment Management first reported a position in MCK in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.18M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • MTM Investment Management held 9,456 shares of McKesson worth $7.14M as of Q2 2026.
  • MTM Investment Management left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 2.04% of MTM Investment Management's portfolio in Q2 2026, its #8 holding.
  • MTM Investment Management first reported a position in McKesson in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's McKesson position peaked at $8.18M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.