PCM
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Polymer Capital Management’s McKesson MCK Stock Holding History

Polymer 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
Q1 		$655K Sell
757
-478
-39% -$427K 0.07% 320
2025
Q4 		$1.01M Buy
1,235
+745
+152% +$608K 0.11% 274
2025
Q3 		$379K Sell
490
-218
-31% -$154K 0.04% 499
2025
Q2 		$519K Sell
708
-18
-2% -$12.7K 0.06% 254
2025
Q1 		$489K Buy
726
+129
+22% +$79.8K 0.13% 173
2024
Q4 		$340K Buy
+597
New +$334K 0.09% 151

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Polymer Capital Management's MCK Position: Q1 2026 in Review

Polymer Capital Management reduced its McKesson (MCK) stake by 39% in Q1 2026, selling an estimated $427K and leaving 757 shares worth $655K. The position accounts for 0.07% of the portfolio, ranked #320.

Polymer Capital Management first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Polymer Capital Management held 757 shares of McKesson worth $655K as of Q1 2026.
  • Polymer Capital Management sold 478 McKesson shares in Q1 2026, an estimated $427K.
  • McKesson made up 0.07% of Polymer Capital Management's portfolio in Q1 2026, its #320 holding.
  • Polymer Capital Management first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • Polymer Capital Management's McKesson position peaked at $1.01M in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.