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Phoenix Financial’s McKesson MCK Stock Holding History

Phoenix Financial’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 		$4.46M Sell
6,198
-2,900
-32% -$2.59M 0.04% 129
2025
Q4 		$7.47M Sell
9,098
-2,222
-20% -$1.81M 0.08% 101
2025
Q3 		$8.75M Sell
11,320
-5,418
-32% -$3.82M 0.11% 89
2025
Q2 		$12.3M Buy
16,738
+693
+4% +$489K 0.16% 73
2025
Q1 		$10.8M Buy
16,045
+10,233
+176% +$6.33M 0.17% 90
2024
Q4 		$3.31M Sell
5,812
-574
-9% -$321K 0.05% 163
2024
Q3 		$3.16M Sell
6,386
-284
-4% -$158K 0.05% 166
2024
Q2 		$3.9M Sell
6,670
-14
-0.2% -$7.79K 0.06% 156
2024
Q1 		$3.59M Sell
6,684
-108
-2% -$54.8K 0.05% 156
2023
Q4 		$3.14M Sell
6,792
-149
-2% -$67.8K 0.05% 160
2023
Q3 		$3.04M Sell
6,941
-1,589
-19% -$670K 0.06% 153
2023
Q2 		$3.62M Buy
8,530
+2,440
+40% +$938K 0.07% 111
2023
Q1 		$2.17M Sell
6,090
-953
-14% -$344K 0.05% 142
2022
Q4 		$2.64M Sell
7,043
-1,222
-15% -$456K 0.05% 120
2022
Q3 		$2.82M Buy
8,265
+2,549
+45% +$885K 0.06% 123
2022
Q2 		$1.86M Sell
5,716
-2,591
-31% -$829K 0.04% 173
2022
Q1 		$2.55M Sell
8,307
-918
-10% -$250K 0.04% 175
2021
Q4 		$2.29M Sell
9,225
-280
-3% -$61.5K 0.04% 187
2021
Q3 		$1.91M Buy
+9,505
New +$1.9M 0.03% 214
2021
Q2 		– Sell
-8,965
Closed -$1.75M – 371
2021
Q1 		$1.75M Buy
8,965
+1,614
+22% +$295K 0.04% 243
2020
Q4 		$1.27M Buy
+7,351
New +$1.22M 0.03% 215

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Phoenix Financial's MCK Position: Q1 2026 in Review

Phoenix Financial reduced its McKesson (MCK) stake by 32% in Q1 2026, selling an estimated $2.59M and leaving 6,198 shares worth $4.46M. The position accounts for 0.04% of the portfolio, ranked #129.

Phoenix Financial first reported a position in MCK in Q4 2020 and has held it in 21 quarters since. The position peaked at $12.3M in Q2 2025. 2,036 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Phoenix Financial held 6,198 shares of McKesson worth $4.46M as of Q1 2026.
  • Phoenix Financial sold 2,900 McKesson shares in Q1 2026, an estimated $2.59M.
  • McKesson made up 0.04% of Phoenix Financial's portfolio in Q1 2026, its #129 holding.
  • Phoenix Financial first reported a position in McKesson in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Financial's McKesson position peaked at $12.3M in Q2 2025.
  • 2,036 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.