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
Q2 		$439K Sell
581
-176
-23% -$140K 0.06% 434
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 $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

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

Polymer Capital Management reduced its McKesson (MCK) stake by 23% in Q2 2026, selling an estimated $140K and leaving 581 shares worth $439K. The position accounts for 0.06% of the portfolio, ranked #434.

Polymer Capital Management first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Polymer Capital Management held 581 shares of McKesson worth $439K as of Q2 2026.
  • Polymer Capital Management sold 176 McKesson shares in Q2 2026, an estimated $140K.
  • McKesson made up 0.06% of Polymer Capital Management's portfolio in Q2 2026, its #434 holding.
  • Polymer Capital Management first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Polymer Capital Management's McKesson position peaked at $1.01M in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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