Picton Mahoney Asset Management’s McKesson MCK Stock Holding History

Picton Mahoney Asset 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 Q1	$395K	Buy	456 +7	+2%	+$6.25K	﹤0.01%	787
2025 Q4	$368K	Buy	+449	New	+$366K	﹤0.01%	720
2025 Q1	–	Sell	-225	Closed	-$128K	–	982
2024 Q4	$128K	Sell	225 -2,400	-91%	-$1.34M	﹤0.01%	358
2024 Q3	$1.3M	Sell	2,625 -2,295	-47%	-$1.28M	0.04%	231
2024 Q2	$2.87M	Buy	4,920 +4,335	+741%	+$2.41M	0.11%	194
2024 Q1	$314K	Hold	585	–	–	0.01%	249
2023 Q4	$271K	Buy	585 +80	+16%	+$36.4K	0.01%	295
2023 Q3	$219K	Buy	505 +30	+6%	+$12.6K	0.01%	261
2023 Q2	$203K	Sell	475 -50	-10%	-$19.2K	0.01%	284
2023 Q1	$187K	Sell	525 -260	-33%	-$93.9K	0.01%	335
2022 Q4	$295K	Hold	785	–	–	0.01%	426
2022 Q3	$267K	Hold	785	–	–	0.01%	500
2022 Q2	$256K	Hold	785	–	–	0.01%	600
2022 Q1	$241K	Buy	785 +485	+162%	+$132K	0.01%	651
2021 Q4	$75K	Buy	+300	New	+$65.9K	﹤0.01%	739
2020 Q3	–	Sell	-1,050	Closed	-$161K	–	378
2020 Q2	$161K	Sell	1,050 -350	-25%	-$50.5K	0.01%	272
2020 Q1	$190K	Sell	1,400 -600	-30%	-$87.9K	0.01%	259
2019 Q4	$277K	Buy	+2,000	New	+$283K	0.02%	216
2016 Q3	–	Sell	-31,865	Closed	-$5.95M	–	326
2016 Q2	$5.95M	Buy	+31,865	New	+$5.59M	0.37%	89
2015 Q1	–	Sell	-5,500	Closed	-$1.14M	–	329
2014 Q4	$1.14M	Hold	5,500	–	–	0.05%	161
2014 Q3	$1.07K	Hold	5,500	–	–	0.06%	185
2014 Q2	$1.02K	Hold	5,500	–	–	0.06%	169
2014 Q1	$971K	Hold	5,500	–	–	0.06%	192
2013 Q4	$887K	Buy	+5,500	New	+$845K	0.05%	203

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Picton Mahoney Asset Management's MCK Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its McKesson (MCK) stake by 1.6% in Q1 2026, buying an estimated $6.25K and bringing the position to 456 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Picton Mahoney Asset Management first reported a position in MCK in Q4 2013 and has held it in 24 quarters since. The position peaked at $5.95M in Q2 2016. 2,037 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Picton Mahoney Asset Management held 456 shares of McKesson worth $395K as of Q1 2026.
Picton Mahoney Asset Management bought 7 McKesson shares in Q1 2026, an estimated $6.25K.
McKesson made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #787 holding.
Picton Mahoney Asset Management first reported a position in McKesson in Q4 2013 and has held it in 24 quarters since.
Picton Mahoney Asset Management's McKesson position peaked at $5.95M in Q2 2016.
2,037 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.