O'Shaughnessy Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51.3M | Buy |
59,322
+269
| +0.5% | +$240K | 0.26% | 79 |
|
|
2025
Q4 | $48.4M | Sell |
59,053
-1,509
| -2% | -$1.23M | 0.27% | 71 |
|
|
2025
Q3 | $46.8M | Buy |
60,562
+1,017
| +2% | +$716K | 0.27% | 63 |
|
|
2025
Q2 | $43.6M | Buy |
59,545
+5,197
| +10% | +$3.67M | 0.3% | 68 |
|
|
2025
Q1 | $36.6M | Buy |
54,348
+3,428
| +7% | +$2.12M | 0.29% | 64 |
|
|
2024
Q4 | $29M | Sell |
50,920
-1,243
| -2% | -$696K | 0.25% | 80 |
|
|
2024
Q3 | $26.6M | Sell |
52,163
-5,801
| -10% | -$3.23M | 0.24% | 85 |
|
|
2024
Q2 | $33.9M | Sell |
57,964
-3,911
| -6% | -$2.18M | 0.35% | 59 |
|
|
2024
Q1 | $33.2M | Sell |
61,875
-24,605
| -28% | -$12.5M | 0.37% | 55 |
|
|
2023
Q4 | $40M | Sell |
86,480
-15,357
| -15% | -$6.98M | 0.53% | 38 |
|
|
2023
Q3 | $44.3M | Sell |
101,837
-7,257
| -7% | -$3.06M | 0.66% | 29 |
|
|
2023
Q2 | $46.6M | Sell |
109,094
-8,394
| -7% | -$3.23M | 0.69% | 24 |
|
|
2023
Q1 | $41.8M | Sell |
117,488
-5,596
| -5% | -$2.02M | 0.66% | 28 |
|
|
2022
Q4 | $46.2M | Buy |
123,084
+5,958
| +5% | +$2.22M | 0.75% | 20 |
|
|
2022
Q3 | $39.8M | Buy |
117,126
+1,264
| +1% | +$439K | 0.75% | 27 |
|
|
2022
Q2 | $37.8M | Sell |
115,862
-7,233
| -6% | -$2.31M | 0.7% | 30 |
|
|
2022
Q1 | $37.7M | Sell |
123,095
-96,569
| -44% | -$26.3M | 0.63% | 36 |
|
|
2021
Q4 | $54.6M | Sell |
219,664
-157,057
| -42% | -$34.5M | 0.97% | 17 |
|
|
2021
Q3 | $75.1M | Sell |
376,721
-28,042
| -7% | -$5.61M | 1.53% | 6 |
|
|
2021
Q2 | $77.4M | Sell |
404,763
-35,712
| -8% | -$6.9M | 1.54% | 5 |
|
|
2021
Q1 | $85.9M | Sell |
440,475
-15,362
| -3% | -$2.8M | 1.9% | 6 |
|
|
2020
Q4 | $79.3M | Sell |
455,837
-43,388
| -9% | -$7.23M | 2.16% | 6 |
|
|
2020
Q3 | $74.4M | Buy |
499,225
+73,795
| +17% | +$11.2M | 2.23% | 7 |
|
|
2020
Q2 | $65.3M | Buy |
425,430
+1,844
| +0.4% | +$266K | 2.03% | 10 |
|
|
2020
Q1 | $57.4M | Buy |
423,586
+86,784
| +26% | +$12.7M | 2.01% | 13 |
|
|
2019
Q4 | $46.6M | Buy |
336,802
+240,112
| +248% | +$33.9M | 1.03% | 31 |
|
|
2019
Q3 | $13.2M | Buy |
96,690
+79,750
| +471% | +$11.3M | 0.31% | 71 |
|
|
2019
Q2 | $2.27M | Buy |
+16,940
| New | +$2.11M | 0.05% | 177 |
|
|
2019
Q1 | – | Sell |
-76,460
| Closed | -$8.45M | – | 967 |
|
|
2018
Q4 | $8.45M | Sell |
76,460
-44,541
| -37% | -$5.55M | 0.21% | 90 |
|
|
2018
Q3 | $16M | Sell |
121,001
-264,418
| -69% | -$34.5M | 0.33% | 64 |
|
|
2018
Q2 | $51.3M | Sell |
385,419
-45,377
| -11% | -$6.64M | 1.08% | 27 |
|
|
2018
Q1 | $60.7M | Buy |
430,796
+62,677
| +17% | +$9.77M | 1.33% | 20 |
|
|
2017
Q4 | $57.4M | Buy |
368,119
+26,266
| +8% | +$3.89M | 1.34% | 21 |
|
|
2017
Q3 | $52.5M | Buy |
341,853
+206,481
| +153% | +$32.2M | 1.22% | 24 |
|
|
2017
Q2 | $22.3M | Buy |
135,372
+130,952
| +2,963% | +$19.9M | 0.52% | 47 |
|
|
2017
Q1 | $655K | Buy |
+4,420
| New | +$647K | 0.02% | 326 |
|
|
2015
Q2 | – | Sell |
-28
| Closed | -$6K | – | 1043 |
|
|
2015
Q1 | $6K | Sell |
28
-2,404
| -99% | -$533K | ﹤0.01% | 806 |
|
|
2014
Q4 | $502K | Sell |
2,432
-3,908
| -62% | -$794K | 0.01% | 410 |
|
|
2014
Q3 | $1.23M | Sell |
6,340
-25
| -0.4% | -$4.81K | 0.02% | 306 |
|
|
2014
Q2 | $1.19M | Buy |
6,365
+183
| +3% | +$32.6K | 0.02% | 307 |
|
|
2014
Q1 | $1.09M | Buy |
6,182
+3,132
| +103% | +$547K | 0.02% | 303 |
|
|
2013
Q4 | $492K | Buy |
3,050
+2,855
| +1,464% | +$439K | 0.01% | 421 |
|
|
2013
Q3 | $25K | Sell |
195
-5,335
| -96% | -$655K | ﹤0.01% | 655 |
|
|
2013
Q2 | $633K | Buy |
+5,530
| New | +$616K | 0.02% | 366 |
|
Other funds holding MCK
VCM
VPM
O'Shaughnessy Asset Management's MCK Position: Q1 2026 in Review
O'Shaughnessy Asset Management increased its McKesson (MCK) stake by 0.46% in Q1 2026, buying an estimated $240K and bringing the position to 59,322 shares worth $51.3M. The position accounts for 0.26% of the portfolio, ranked #79.
O'Shaughnessy Asset Management first reported a position in MCK in Q2 2013 and has held it in 44 quarters since. The position peaked at $85.9M in Q1 2021. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- O'Shaughnessy Asset Management held 59,322 shares of McKesson worth $51.3M as of Q1 2026.
- O'Shaughnessy Asset Management bought 269 McKesson shares in Q1 2026, an estimated $240K.
- McKesson made up 0.26% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #79 holding.
- O'Shaughnessy Asset Management first reported a position in McKesson in Q2 2013 and has held it in 44 quarters since.
- O'Shaughnessy Asset Management's McKesson position peaked at $85.9M in Q1 2021.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.