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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
Q2 		$15M Buy
19,913
+2,225
+13% +$1.76M 0.06% 216
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 $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

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

NEOS Investment Management increased its McKesson (MCK) stake by 13% in Q2 2026, buying an estimated $1.76M and bringing the position to 19,913 shares worth $15M. The position accounts for 0.06% of the portfolio, ranked #216.

NEOS Investment Management first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.3M in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • NEOS Investment Management held 19,913 shares of McKesson worth $15M as of Q2 2026.
  • NEOS Investment Management bought 2,225 McKesson shares in Q2 2026, an estimated $1.76M.
  • McKesson made up 0.06% of NEOS Investment Management's portfolio in Q2 2026, its #216 holding.
  • NEOS Investment Management first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's McKesson position peaked at $15.3M in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.