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Stephen Mandel’s McKesson MCK Stock Holding History

Stephen Mandel’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 		$43.7M Sell
57,851
-334,373
-85% -$265M 0.27% 32
2026
Q1 		$339M Buy
+392,224
New +$350M 2.71% 21
2024
Q3 		– Sell
-560,936
Closed -$328M – 33
2024
Q2 		$328M Hold
560,936
– – 2.66% 19
2024
Q1 		$301M Buy
+560,936
New +$285M 2.38% 21

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

Stephen Mandel's MCK Position: Q2 2026 in Review

Stephen Mandel reduced its McKesson (MCK) stake by 85% in Q2 2026, selling an estimated $265M and leaving 57,851 shares worth $43.7M. The position accounts for 0.27% of the portfolio, ranked #32.

Stephen Mandel first reported a position in MCK in Q1 2024 and has held it in 4 quarters since. The position peaked at $339M in Q1 2026. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Stephen Mandel held 57,851 shares of McKesson worth $43.7M as of Q2 2026.
  • Stephen Mandel sold 334,373 McKesson shares in Q2 2026, an estimated $265M.
  • McKesson made up 0.27% of Stephen Mandel's portfolio in Q2 2026, its #32 holding.
  • Stephen Mandel first reported a position in McKesson in Q1 2024 and has held it in 4 quarters since.
  • Stephen Mandel's McKesson position peaked at $339M in Q1 2026.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Lone Pine Capital's 13F filing for Q2 2026, filed 14 Aug 2026.