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Roundview Capital’s McKesson MCK Stock Holding History

Roundview Capital’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 		$6.32M Sell
7,306
-83
-1% -$74.1K 0.39% 61
2025
Q4 		$6.06M Buy
7,389
+50
+0.7% +$40.8K 0.37% 63
2025
Q3 		$5.67M Buy
7,339
+112
+2% +$78.9K 0.36% 64
2025
Q2 		$5.3M Buy
7,227
+237
+3% +$167K 0.35% 66
2025
Q1 		$4.7M Buy
6,990
+288
+4% +$178K 0.34% 70
2024
Q4 		$3.82M Buy
6,702
+590
+10% +$330K 0.27% 85
2024
Q3 		$3.02M Buy
6,112
+388
+7% +$216K 0.22% 99
2024
Q2 		$3.34M Buy
5,724
+227
+4% +$126K 0.26% 87
2024
Q1 		$2.95M Buy
5,497
+560
+11% +$284K 0.24% 96
2023
Q4 		$2.29M Buy
4,937
+1,259
+34% +$573K 0.21% 105
2023
Q3 		$1.6M Buy
3,678
+1,353
+58% +$570K 0.16% 136
2023
Q2 		$993K Hold
2,325
– – 0.1% 190
2023
Q1 		$828K Hold
2,325
– – 0.09% 202
2022
Q4 		$872K Sell
2,325
-4,656
-67% -$1.74M 0.1% 196
2022
Q3 		$2.37M Buy
6,981
+1
+0% +$347 0.3% 90
2022
Q2 		$2.28M Sell
6,980
-49
-0.7% -$15.7K 0.27% 97
2022
Q1 		$2.15M Hold
7,029
– – 0.22% 113
2021
Q4 		$1.75M Buy
7,029
+84
+1% +$18.4K 0.17% 137
2021
Q3 		$1.39M Buy
+6,945
New +$1.39M 0.15% 146
2018
Q4 		– Sell
-3,610
Closed -$479K – 213
2018
Q3 		$479K Sell
3,610
-5,230
-59% -$682K 0.12% 165
2018
Q2 		$1.18M Buy
8,840
+1,000
+13% +$146K 0.31% 97
2018
Q1 		$1.1M Buy
7,840
+5,300
+209% +$826K 0.31% 98
2017
Q4 		$396K Buy
+2,540
New +$376K 0.1% 177
2017
Q3 		– Sell
-2,440
Closed -$401K – 226
2017
Q2 		$401K Buy
+2,440
New +$370K 0.12% 166

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

Roundview Capital's MCK Position: Q1 2026 in Review

Roundview Capital reduced its McKesson (MCK) stake by 1.1% in Q1 2026, selling an estimated $74.1K and leaving 7,306 shares worth $6.32M. The position accounts for 0.39% of the portfolio, ranked #61.

Roundview Capital first reported a position in MCK in Q2 2017 and has held it in 24 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Roundview Capital held 7,306 shares of McKesson worth $6.32M as of Q1 2026.
  • Roundview Capital sold 83 McKesson shares in Q1 2026, an estimated $74.1K.
  • McKesson made up 0.39% of Roundview Capital's portfolio in Q1 2026, its #61 holding.
  • Roundview Capital first reported a position in McKesson in Q2 2017 and has held it in 24 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.