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Shuttleworth & Co’s McKesson MCK Stock Holding History

Shuttleworth & Co’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 		$2.43M Buy
3,221
+190
+6% +$151K 1.95% 24
2026
Q1 		$2.62M Buy
3,031
+24
+0.8% +$21.4K 2.37% 13
2025
Q4 		$2.47M Buy
3,007
+34
+1% +$27.7K 2.26% 18
2025
Q3 		$2.3M Buy
+2,973
New +$2.09M 2.08% 17

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

Shuttleworth & Co's MCK Position: Q2 2026 in Review

Shuttleworth & Co increased its McKesson (MCK) stake by 6.3% in Q2 2026, buying an estimated $151K and bringing the position to 3,221 shares worth $2.43M. The position accounts for 1.95% of the portfolio, ranked #24.

Shuttleworth & Co first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.62M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Shuttleworth & Co held 3,221 shares of McKesson worth $2.43M as of Q2 2026.
  • Shuttleworth & Co bought 190 McKesson shares in Q2 2026, an estimated $151K.
  • McKesson made up 1.95% of Shuttleworth & Co's portfolio in Q2 2026, its #24 holding.
  • Shuttleworth & Co first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • Shuttleworth & Co's McKesson position peaked at $2.62M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.