Schwerin Boyle Capital Management’s McKesson MCK Stock Holding History

Schwerin Boyle 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	$13.8M	Sell	16,000 -7,550	-32%	-$6.74M	1.76%	23
2025 Q4	$19.3M	Hold	23,550	–	–	2.12%	13
2025 Q3	$18.2M	Hold	23,550	–	–	1.99%	15
2025 Q2	$17.3M	Sell	23,550 -5,470	-19%	-$3.86M	1.92%	17
2025 Q1	$19.5M	Hold	29,020	–	–	2.01%	16
2024 Q4	$16.5M	Hold	29,020	–	–	1.7%	19
2024 Q3	$14.3M	Hold	29,020	–	–	1.5%	21
2024 Q2	$16.9M	Hold	29,020	–	–	1.78%	19
2024 Q1	$15.6M	Hold	29,020	–	–	1.55%	22
2023 Q4	$13.4M	Sell	29,020 -6,300	-18%	-$2.86M	1.5%	22
2023 Q3	$15.4M	Sell	35,320 -5,000	-12%	-$2.11M	1.8%	20
2023 Q2	$17.2M	Sell	40,320 -5,680	-12%	-$2.18M	1.63%	20
2023 Q1	$16.4M	Hold	46,000	–	–	1.68%	18
2022 Q4	$17.3M	Hold	46,000	–	–	1.74%	19
2022 Q3	$15.6M	Hold	46,000	–	–	1.7%	20
2022 Q2	$15M	Hold	46,000	–	–	1.53%	22
2022 Q1	$14.1M	Hold	46,000	–	–	1.17%	25
2021 Q4	$11.4M	Hold	46,000	–	–	0.93%	27
2021 Q3	$9.17M	Hold	46,000	–	–	0.77%	33
2021 Q2	$8.8M	Hold	46,000	–	–	0.73%	33
2021 Q1	$8.97M	Hold	46,000	–	–	0.8%	32
2020 Q4	$8M	Hold	46,000	–	–	0.75%	36
2020 Q3	$6.85M	Hold	46,000	–	–	0.79%	33
2020 Q2	$7.06M	Hold	46,000	–	–	0.89%	31
2020 Q1	$6.22M	Hold	46,000	–	–	0.87%	33
2019 Q4	$6.36M	Hold	46,000	–	–	0.61%	40
2019 Q3	$6.29M	Hold	46,000	–	–	0.65%	40
2019 Q2	$6.18M	Hold	46,000	–	–	0.65%	38
2019 Q1	$5.38M	Buy	46,000 +29,000	+171%	+$3.58M	0.59%	40
2018 Q4	$1.88M	Sell	17,000 -34,000	-67%	-$4.24M	0.24%	52
2018 Q3	$6.76M	Hold	51,000	–	–	0.72%	40
2018 Q2	$6.8M	Hold	51,000	–	–	0.75%	40
2018 Q1	$7.18M	Sell	51,000 -130	-0.3%	-$20.3K	0.79%	37
2017 Q4	$7.97M	Buy	51,130 +130	+0.3%	+$19.3K	0.87%	34
2017 Q3	$7.83M	Hold	51,000	–	–	0.88%	33
2017 Q2	$8.39M	Hold	51,000	–	–	0.99%	32
2017 Q1	$7.56M	Buy	51,000 +26,000	+104%	+$3.81M	0.93%	36
2016 Q4	$3.51M	Hold	25,000	–	–	0.43%	47
2016 Q3	$4.17M	Buy	25,000 +8,000	+47%	+$1.49M	0.58%	44
2016 Q2	$3.17M	Hold	17,000	–	–	0.46%	47
2016 Q1	$2.67M	Hold	17,000	–	–	0.38%	51
2015 Q4	$3.35M	Hold	17,000	–	–	0.47%	49
2015 Q3	$3.15M	Hold	17,000	–	–	0.45%	50
2015 Q2	$3.82M	Hold	17,000	–	–	0.5%	44
2015 Q1	$3.85M	Hold	17,000	–	–	0.54%	44
2014 Q4	$3.53M	Sell	17,000 -15,400	-48%	-$3.13M	0.48%	46
2014 Q3	$6.31M	Hold	32,400	–	–	0.88%	34
2014 Q2	$6.03M	Hold	32,400	–	–	0.87%	33
2014 Q1	$5.72M	Hold	32,400	–	–	0.82%	34
2013 Q4	$5.23M	Hold	32,400	–	–	0.73%	36
2013 Q3	$4.16M	Hold	32,400	–	–	0.63%	39
2013 Q2	$3.71M	Buy	+32,400	New	+$3.61M	0.6%	39

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

Schwerin Boyle Capital Management's MCK Position: Q1 2026 in Review

Schwerin Boyle Capital Management reduced its McKesson (MCK) stake by 32% in Q1 2026, selling an estimated $6.74M and leaving 16,000 shares worth $13.8M. The position accounts for 1.76% of the portfolio, ranked #23.

Schwerin Boyle Capital Management first reported a position in MCK in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.5M in Q1 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Schwerin Boyle Capital Management held 16,000 shares of McKesson worth $13.8M as of Q1 2026.
Schwerin Boyle Capital Management sold 7,550 McKesson shares in Q1 2026, an estimated $6.74M.
McKesson made up 1.76% of Schwerin Boyle Capital Management's portfolio in Q1 2026, its #23 holding.
Schwerin Boyle Capital Management first reported a position in McKesson in Q2 2013 and has held it in 52 quarters since.
Schwerin Boyle Capital Management's McKesson position peaked at $19.5M in Q1 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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