Smith Group Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $50M | Buy |
66,238
+3,641
| +6% | +$2.89M | 2.04% | 21 |
|
|
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
Smith Group Asset Management's MCK Position: Q2 2026 in Review
Smith Group Asset Management increased its McKesson (MCK) stake by 5.8% in Q2 2026, buying an estimated $2.89M and bringing the position to 66,238 shares worth $50M. The position accounts for 2.04% of the portfolio, ranked #21.
Smith Group Asset Management first reported a position in MCK in Q2 2013 and has held it in 30 quarters since. The position peaked at $64M in Q1 2015. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Smith Group Asset Management held 66,238 shares of McKesson worth $50M as of Q2 2026.
- Smith Group Asset Management bought 3,641 McKesson shares in Q2 2026, an estimated $2.89M.
- McKesson made up 2.04% of Smith Group Asset Management's portfolio in Q2 2026, its #21 holding.
- Smith Group Asset Management first reported a position in McKesson in Q2 2013 and has held it in 30 quarters since.
- Smith Group Asset Management's McKesson position peaked at $64M in Q1 2015.
- 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.