Smith Group Asset Management’s McKesson MCK Stock Holding History

Smith Group Asset 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	$54.2M	Buy	62,597 +4,564	+8%	+$4.07M	2.76%	10
2025 Q4	$47.6M	Buy	58,033 +3,621	+7%	+$2.95M	2.52%	15
2025 Q3	$42M	Buy	54,412 +3,397	+7%	+$2.39M	2.42%	16
2025 Q2	$37.4M	Buy	51,015 +1,323	+3%	+$934K	2.45%	13
2025 Q1	$33.4M	Buy	49,692 +2,371	+5%	+$1.47M	2.51%	13
2024 Q4	$27M	Sell	47,321 -411	-0.9%	-$230K	1.99%	20
2024 Q3	$23.6M	Sell	47,732 -1,220	-2%	-$679K	1.96%	25
2024 Q2	$28.6M	Sell	48,952 -18,836	-28%	-$10.5M	2.54%	15
2024 Q1	$36.4M	Sell	67,788 -3,703	-5%	-$1.88M	2.08%	12
2023 Q4	$33.1M	Buy	+71,491	New	+$32.5M	1.93%	9
2022 Q1	$13.6M	Sell	44,457 -370	-0.8%	-$101K	0.72%	45
2021 Q4	$11.1M	Buy	44,827 +833	+2%	+$183K	0.51%	52
2021 Q3	$8.77M	Hold	43,994	–	–	0.44%	64
2021 Q2	$8.41M	Buy	43,994 +1,600	+4%	+$309K	0.41%	61
2021 Q1	$8.27M	Buy	+42,394	New	+$7.74M	0.44%	61
2016 Q4	–	Sell	-135,392	Closed	-$22.5M	–	475
2016 Q3	$22.5M	Sell	135,392 -2,167	-2%	-$404K	0.66%	56
2016 Q2	$25.7M	Sell	137,559 -1,928	-1%	-$338K	0.77%	47
2016 Q1	$22M	Sell	139,487 -164,904	-54%	-$26.6M	0.66%	57
2015 Q4	$60M	Buy	304,391 +38,481	+14%	+$7.27M	1.77%	11
2015 Q3	$49.2M	Sell	265,910 -13,466	-5%	-$2.85M	1.87%	8
2015 Q2	$62.9M	Sell	279,376 -3,947	-1%	-$913K	2.12%	7
2015 Q1	$64M	Buy	283,323 +1,023	+0.4%	+$227K	2.14%	4
2014 Q4	$59.2M	Sell	282,300 -4,442	-2%	-$902K	2.07%	6
2014 Q3	$55.9M	Sell	286,742 -4,026	-1%	-$775K	2.07%	5
2014 Q2	$54.1M	Sell	290,768 -3,575	-1%	-$636K	2%	6
2014 Q1	$51.9M	Sell	294,343 -6,509	-2%	-$1.14M	1.98%	5
2013 Q4	$48.6M	Sell	300,852 -24,723	-8%	-$3.8M	1.84%	7
2013 Q3	$41.8M	Sell	325,575 -17,544	-5%	-$2.16M	1.73%	9
2013 Q2	$39.3M	Buy	+343,119	New	+$38.2M	1.7%	9

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

Smith Group Asset Management's MCK Position: Q1 2026 in Review

Smith Group Asset Management increased its McKesson (MCK) stake by 7.9% in Q1 2026, buying an estimated $4.07M and bringing the position to 62,597 shares worth $54.2M. The position accounts for 2.76% of the portfolio, ranked #10.

Smith Group Asset Management first reported a position in MCK in Q2 2013 and has held it in 29 quarters since. The position peaked at $64M in Q1 2015. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Smith Group Asset Management held 62,597 shares of McKesson worth $54.2M as of Q1 2026.
Smith Group Asset Management bought 4,564 McKesson shares in Q1 2026, an estimated $4.07M.
McKesson made up 2.76% of Smith Group Asset Management's portfolio in Q1 2026, its #10 holding.
Smith Group Asset Management first reported a position in McKesson in Q2 2013 and has held it in 29 quarters since.
Smith Group Asset Management's McKesson position peaked at $64M in Q1 2015.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.