Portfolio Design Labs’s McKesson MCK Stock Holding History

Portfolio Design Labs’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	$2.13M	Sell	2,462 -795	-24%	-$710K	0.38%	51
2025 Q4	$2.67M	Buy	3,257 +110	+3%	+$89.8K	0.44%	45
2025 Q3	$2.43M	Sell	3,147 -3,091	-50%	-$2.18M	0.42%	50
2025 Q2	$4.57M	Buy	+6,238	New	+$4.4M	0.9%	27
2025 Q1	–	Sell	-481	Closed	-$274K	–	226
2024 Q4	$274K	Buy	+481	New	+$269K	0.06%	160
2024 Q3	–	Sell	-3,670	Closed	-$2.14M	–	143
2024 Q2	$2.14M	Buy	3,670 +190	+5%	+$106K	0.66%	64
2024 Q1	$1.87M	Buy	+3,480	New	+$1.77M	0.63%	69

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Portfolio Design Labs's MCK Position: Q1 2026 in Review

Portfolio Design Labs reduced its McKesson (MCK) stake by 24% in Q1 2026, selling an estimated $710K and leaving 2,462 shares worth $2.13M. The position accounts for 0.38% of the portfolio, ranked #51.

Portfolio Design Labs first reported a position in MCK in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.57M in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Portfolio Design Labs held 2,462 shares of McKesson worth $2.13M as of Q1 2026.
Portfolio Design Labs sold 795 McKesson shares in Q1 2026, an estimated $710K.
McKesson made up 0.38% of Portfolio Design Labs's portfolio in Q1 2026, its #51 holding.
Portfolio Design Labs first reported a position in McKesson in Q1 2024 and has held it in 7 quarters since.
Portfolio Design Labs's McKesson position peaked at $4.57M in Q2 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.