SimplyRich’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.49M | Sell |
5,192
-1
| -0% | -$893 | 1.15% | 15 |
|
|
2025
Q4 | $4.26M | Buy |
5,193
+2
| +0% | +$1.63K | 1.11% | 17 |
|
|
2025
Q3 | $4.01M | Hold |
5,191
| – | – | 1.08% | 15 |
|
|
2025
Q2 | $3.8M | Hold |
5,191
| – | – | 1.06% | 18 |
|
|
2025
Q1 | $3.49M | Hold |
5,191
| – | – | 1.01% | 19 |
|
|
2024
Q4 | $2.96M | Buy |
5,191
+53
| +1% | +$29.7K | 0.84% | 21 |
|
|
2024
Q3 | $2.54M | Buy |
5,138
+112
| +2% | +$62.4K | 0.71% | 27 |
|
|
2024
Q2 | $2.94M | Buy |
5,026
+19
| +0.4% | +$10.6K | 0.93% | 20 |
|
|
2024
Q1 | $2.69M | Buy |
5,007
+14
| +0.3% | +$7.11K | 0.87% | 23 |
|
|
2023
Q4 | $2.31M | Buy |
4,993
+1
| +0% | +$455 | 0.8% | 27 |
|
|
2023
Q3 | $2.17M | Buy |
4,992
+9
| +0.2% | +$3.79K | 1.05% | 22 |
|
|
2023
Q2 | $2.13M | Buy |
4,983
+1
| +0% | +$384 | 0.76% | 29 |
|
|
2023
Q1 | $1.77M | Hold |
4,982
| – | – | 0.67% | 34 |
|
|
2022
Q4 | $1.87M | Hold |
4,982
| – | – | 0.74% | 30 |
|
|
2022
Q3 | $1.69M | Hold |
4,982
| – | – | 0.76% | 29 |
|
|
2022
Q2 | $1.63M | Hold |
4,982
| – | – | 0.67% | 33 |
|
|
2022
Q1 | $1.52M | Hold |
4,982
| – | – | 0.53% | 46 |
|
|
2021
Q4 | $1.24M | Hold |
4,982
| – | – | 0.41% | 63 |
|
|
2021
Q3 | $993K | Hold |
4,982
| – | – | 0.36% | 73 |
|
|
2021
Q2 | $952K | Hold |
4,982
| – | – | 0.44% | 70 |
|
|
2021
Q1 | $972K | Hold |
4,982
| – | – | 0.39% | 68 |
|
|
2020
Q4 | $866K | Hold |
4,982
| – | – | 0.39% | 66 |
|
|
2020
Q3 | $742K | Hold |
4,982
| – | – | 0.37% | 69 |
|
|
2020
Q2 | $756K | Hold |
4,982
| – | – | 0.42% | 63 |
|
|
2020
Q1 | $688K | Hold |
4,982
| – | – | 0.46% | 57 |
|
|
2019
Q4 | $683K | Hold |
4,982
| – | – | 0.34% | 81 |
|
|
2019
Q3 | $675K | Hold |
4,982
| – | – | 0.37% | 77 |
|
|
2019
Q2 | $670K | Buy |
+4,982
| New | +$621K | 0.37% | 78 |
|
|
2018
Q4 | – | Sell |
-4,982
| Closed | -$661K | – | 113 |
|
|
2018
Q3 | $661K | Sell |
4,982
-126
| -2% | -$16.4K | 0.36% | 85 |
|
|
2018
Q2 | $681K | Hold |
5,108
| – | – | 0.39% | 83 |
|
|
2018
Q1 | $720K | Hold |
5,108
| – | – | 0.4% | 81 |
|
|
2017
Q4 | $797K | Buy |
+5,108
| New | +$757K | 0.45% | 80 |
|
Other funds holding MCK
VCM
VPM
SimplyRich's MCK Position: Q1 2026 in Review
SimplyRich reduced its McKesson (MCK) stake by 0.02% in Q1 2026, selling an estimated $893 and leaving 5,192 shares worth $4.49M. The position accounts for 1.15% of the portfolio, ranked #15.
SimplyRich first reported a position in MCK in Q4 2017 and has held it in 32 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- SimplyRich held 5,192 shares of McKesson worth $4.49M as of Q1 2026.
- SimplyRich sold 1 McKesson share in Q1 2026, an estimated $893.
- McKesson made up 1.15% of SimplyRich's portfolio in Q1 2026, its #15 holding.
- SimplyRich first reported a position in McKesson in Q4 2017 and has held it in 32 quarters since.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.