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Samara Investment Management’s McKesson MCK Stock Holding History

Samara Investment 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 		$1.64M Buy
2,177
+724
+50% +$574K 1.51% 19
2026
Q1 		$1.26M Buy
+1,453
New +$1.3M 1.3% 19

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

Samara Investment Management's MCK Position: Q2 2026 in Review

Samara Investment Management increased its McKesson (MCK) stake by 50% in Q2 2026, buying an estimated $574K and bringing the position to 2,177 shares worth $1.64M. The position accounts for 1.51% of the portfolio, ranked #19.

Samara Investment Management first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Samara Investment Management held 2,177 shares of McKesson worth $1.64M as of Q2 2026.
  • Samara Investment Management bought 724 McKesson shares in Q2 2026, an estimated $574K.
  • McKesson made up 1.51% of Samara Investment Management's portfolio in Q2 2026, its #19 holding.
  • Samara Investment Management first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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