Neo Ivy Capital Management’s McKesson MCK Stock Holding History

Neo Ivy Capital 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 Q1	$408K	Buy	+472	New	+$421K	0.11%	213
2023 Q4	$240K	Buy	+518	New	+$236K	0.54%	37
2023 Q3	–	Sell	-6,366	Closed	-$2.72M	–	399
2023 Q2	$2.72M	Buy	+6,366	New	+$2.45M	1.43%	14
2022 Q4	$722K	Buy	1,926 +1,903	+8,274%	+$710K	0.49%	81
2022 Q3	$8K	Buy	+23	New	+$7.98K	0.02%	331
2022 Q2	–	Sell	-322	Closed	-$98K	–	532
2022 Q1	$98K	Buy	+322	New	+$87.6K	0.09%	305
2021 Q4	–	Sell	-992	Closed	-$152K	–	554
2021 Q3	$152K	Buy	992 +28	+3%	+$5.6K	0.17%	183
2021 Q2	$184K	Buy	+964	New	+$186K	0.19%	194
2020 Q3	–	Sell	-992	Closed	-$152K	–	555
2020 Q2	$152K	Buy	+992	New	+$143K	0.17%	183
2020 Q1	–	Sell	-945	Closed	-$131K	–	511
2019 Q4	$131K	Sell	945 -3,696	-80%	-$522K	0.15%	180
2019 Q3	$642K	Sell	4,641 -6,077	-57%	-$862K	0.42%	95
2019 Q2	$1.44M	Sell	10,718 -1,594	-13%	-$199K	0.81%	20
2019 Q1	$1.44M	Buy	12,312 +10,399	+544%	+$1.28M	0.82%	13
2018 Q4	$211K	Buy	+1,913	New	+$239K	0.17%	218

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Neo Ivy Capital Management's MCK Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in McKesson (MCK) in Q1 2026: 472 shares worth $408K. The stake represents 0.11% of the portfolio and ranks #213 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in MCK as recently as Q4 2023.

Neo Ivy Capital Management first reported a position in MCK in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.72M in Q2 2023. 2,036 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Neo Ivy Capital Management held 472 shares of McKesson worth $408K as of Q1 2026.
McKesson was a new Neo Ivy Capital Management position in Q1 2026.
McKesson made up 0.11% of Neo Ivy Capital Management's portfolio in Q1 2026, its #213 holding.
Neo Ivy Capital Management first reported a position in McKesson in Q4 2018 and has held it in 14 quarters since.
Neo Ivy Capital Management's McKesson position peaked at $2.72M in Q2 2023.
2,036 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.