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NEOS Investment Management’s McKesson MCK Stock Holding History

NEOS 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
Q1 		$15.3M Buy
17,688
+876
+5% +$782K 0.08% 191
2025
Q4 		$13.8M Buy
16,812
+2,439
+17% +$1.99M 0.08% 187
2025
Q3 		$11.1M Buy
14,373
+4,110
+40% +$2.89M 0.08% 188
2025
Q2 		$7.52M Buy
10,263
+1,594
+18% +$1.12M 0.09% 189
2025
Q1 		$5.83M Buy
8,669
+1,069
+14% +$661K 0.11% 177
2024
Q4 		$4.33M Buy
7,600
+2,996
+65% +$1.68M 0.1% 179
2024
Q3 		$2.28M Buy
4,604
+812
+21% +$452K 0.07% 249
2024
Q2 		$2.21M Buy
3,792
+996
+36% +$554K 0.09% 200
2024
Q1 		$1.5M Buy
2,796
+909
+48% +$462K 0.09% 202
2023
Q4 		$874K Buy
1,887
+400
+27% +$182K 0.08% 199
2023
Q3 		$647K Buy
+1,487
New +$627K 0.08% 188

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEOS Investment Management's MCK Position: Q1 2026 in Review

NEOS Investment Management increased its McKesson (MCK) stake by 5.2% in Q1 2026, buying an estimated $782K and bringing the position to 17,688 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #191.

NEOS Investment Management first reported a position in MCK in Q3 2023 and has held it in 11 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • NEOS Investment Management held 17,688 shares of McKesson worth $15.3M as of Q1 2026.
  • NEOS Investment Management bought 876 McKesson shares in Q1 2026, an estimated $782K.
  • McKesson made up 0.08% of NEOS Investment Management's portfolio in Q1 2026, its #191 holding.
  • NEOS Investment Management first reported a position in McKesson in Q3 2023 and has held it in 11 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.