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Osterweis Capital Management’s McKesson MCK Stock Holding History

Osterweis 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
Q2 		$171K Hold
226
– – 0.01% 139
2026
Q1 		$196K Sell
226
-6
-3% -$5.36K 0.01% 128
2025
Q4 		$190K Buy
232
+6
+3% +$4.9K 0.01% 138
2025
Q3 		$175K Hold
226
– – 0.01% 143
2025
Q2 		$166K Buy
+226
New +$159K 0.01% 149
2023
Q1 		– Sell
-150
Closed -$56.3K – 222
2022
Q4 		$56.3K Buy
+150
New +$55.9K ﹤0.01% 166

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

Osterweis Capital Management's MCK Position: Q2 2026 in Review

Osterweis Capital Management held its McKesson (MCK) position steady in Q2 2026 at 226 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #139.

Osterweis Capital Management first reported a position in MCK in Q4 2022 and has held it in 6 quarters since. The position peaked at $196K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Osterweis Capital Management held 226 shares of McKesson worth $171K as of Q2 2026.
  • Osterweis Capital Management left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #139 holding.
  • Osterweis Capital Management first reported a position in McKesson in Q4 2022 and has held it in 6 quarters since.
  • Osterweis Capital Management's McKesson position peaked at $196K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.