Oak Associates’s McKesson MCK Stock Holding History

Oak Associates’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	$10.2M	Sell	11,814 -1,050	-8%	-$937K	0.69%	34
2025 Q4	$10.6M	Sell	12,864 -2,417	-16%	-$1.97M	0.63%	39
2025 Q3	$11.8M	Sell	15,281 -2,382	-13%	-$1.68M	0.72%	35
2025 Q2	$12.9M	Sell	17,663 -600	-3%	-$423K	0.85%	33
2025 Q1	$12.3M	Sell	18,263 -688	-4%	-$425K	0.92%	31
2024 Q4	$10.8M	Sell	18,951 -4,084	-18%	-$2.29M	0.74%	34
2024 Q3	$11.4M	Sell	23,035 -962	-4%	-$536K	0.77%	33
2024 Q2	$14M	Sell	23,997 -150	-0.6%	-$83.5K	0.93%	29
2024 Q1	$13M	Sell	24,147 -300	-1%	-$152K	0.9%	32
2023 Q4	$11.3M	Sell	24,447 -4,209	-15%	-$1.91M	0.86%	32
2023 Q3	$12.5M	Sell	28,656 -369	-1%	-$156K	1.04%	30
2023 Q2	$12.4M	Sell	29,025 -775	-3%	-$298K	0.99%	30
2023 Q1	$10.6M	Sell	29,800 -3,206	-10%	-$1.16M	0.87%	33
2022 Q4	$12.4M	Sell	33,006 -7,700	-19%	-$2.87M	1.04%	30
2022 Q3	$13.8M	Sell	40,706 -4,809	-11%	-$1.67M	1.17%	29
2022 Q2	$14.8M	Sell	45,515 -6,788	-13%	-$2.17M	1.16%	30
2022 Q1	$16M	Sell	52,303 -4,063	-7%	-$1.1M	0.98%	32
2021 Q4	$14M	Sell	56,366 -2,086	-4%	-$458K	0.75%	35
2021 Q3	$11.7M	Hold	58,452	–	–	0.66%	39
2021 Q2	$11.2M	Sell	58,452 -359	-0.6%	-$69.3K	0.63%	39
2021 Q1	$11.5M	Sell	58,811 -66	-0.1%	-$12K	0.68%	39
2020 Q4	$10.2M	Hold	58,877	–	–	0.62%	42
2020 Q3	$8.77M	Hold	58,877	–	–	0.59%	44
2020 Q2	$9.03M	Hold	58,877	–	–	0.61%	44
2020 Q1	$7.96M	Sell	58,877 -75	-0.1%	-$11K	0.65%	43
2019 Q4	$8.15M	Sell	58,952 -1,700	-3%	-$240K	0.48%	56
2019 Q3	$8.29M	Sell	60,652 -20	-0%	-$2.84K	0.51%	55
2019 Q2	$8.15M	Sell	60,672 -11,173	-16%	-$1.39M	0.51%	52
2019 Q1	$8.41M	Sell	71,845 -107	-0.1%	-$13.2K	0.51%	53
2018 Q4	$7.95M	Buy	71,952 +5,998	+9%	+$748K	0.56%	52
2018 Q3	$8.75M	Buy	65,954 +13,279	+25%	+$1.73M	0.54%	55
2018 Q2	$7.03M	Buy	52,675 +8,190	+18%	+$1.2M	0.47%	58
2018 Q1	$6.27M	Buy	44,485 +1,785	+4%	+$278K	0.44%	59
2017 Q4	$6.66M	Buy	42,700 +1,500	+4%	+$222K	0.47%	58
2017 Q3	$6.33M	Buy	41,200 +1,250	+3%	+$195K	0.47%	60
2017 Q2	$6.57M	Buy	39,950 +3,600	+10%	+$546K	0.5%	62
2017 Q1	$5.39M	Buy	36,350 +10,500	+41%	+$1.54M	0.43%	65
2016 Q4	$3.63M	Hold	25,850	–	–	0.36%	64
2016 Q3	$3.29M	Buy	25,850 +7,400	+40%	+$1.38M	0.34%	63
2016 Q2	$3.44M	Buy	18,450 +1,600	+9%	+$281K	0.41%	56
2016 Q1	$2.65M	Hold	16,850	–	–	0.32%	71
2015 Q4	$3.32M	Buy	16,850 +9,000	+115%	+$1.7M	0.4%	54
2015 Q3	$1.45M	Buy	7,850 +300	+4%	+$63.6K	0.19%	92
2015 Q2	$1.7M	Hold	7,550	–	–	0.21%	96
2015 Q1	$1.71M	Hold	7,550	–	–	0.21%	95
2014 Q4	$1.57M	Sell	7,550 -3,700	-33%	-$752K	0.19%	98
2014 Q3	$2.19M	Sell	11,250 -8,100	-42%	-$1.56M	0.27%	79
2014 Q2	$3.6M	Sell	19,350 -300	-2%	-$53.4K	0.44%	55
2014 Q1	$3.47M	Hold	19,650	–	–	0.43%	55
2013 Q4	$3.17M	Buy	+19,650	New	+$3.02M	0.34%	52
2013 Q2	$2.25M	Buy	+19,650	New	+$2.19M	0.27%	61

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Oak Associates's MCK Position: Q1 2026 in Review

Oak Associates reduced its McKesson (MCK) stake by 8.2% in Q1 2026, selling an estimated $937K and leaving 11,814 shares worth $10.2M. The position accounts for 0.69% of the portfolio, ranked #34.

Oak Associates first reported a position in MCK in Q2 2013 and has held it in 51 quarters since. The position peaked at $16M in Q1 2022. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Oak Associates held 11,814 shares of McKesson worth $10.2M as of Q1 2026.
Oak Associates sold 1,050 McKesson shares in Q1 2026, an estimated $937K.
McKesson made up 0.69% of Oak Associates's portfolio in Q1 2026, its #34 holding.
Oak Associates first reported a position in McKesson in Q2 2013 and has held it in 51 quarters since.
Oak Associates's McKesson position peaked at $16M in Q1 2022.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.