Strategy Asset Managers’s McKesson MCK Stock Holding History

Strategy Asset Managers’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	$730K	Buy	+844	New	+$753K	0.12%	122
2025 Q1	–	Sell	-1,435	Closed	-$818K	–	257
2024 Q4	$818K	Sell	1,435 -303	-17%	-$170K	0.16%	103
2024 Q3	$859K	Sell	1,738 -764	-31%	-$425K	0.17%	98
2024 Q2	$1.07M	Buy	2,502 +669	+36%	+$372K	0.24%	75
2024 Q1	$984K	Buy	1,833 +52	+3%	+$26.4K	0.21%	80
2023 Q4	$825K	Sell	1,781 -186	-9%	-$84.6K	0.2%	83
2023 Q3	$855K	Sell	1,967 -535	-21%	-$225K	0.22%	77
2023 Q2	$1.07M	Buy	2,502 +10	+0.4%	+$3.84K	0.24%	75
2023 Q1	$887K	Buy	2,492 +46	+2%	+$16.6K	0.22%	84
2022 Q4	$918K	Hold	2,446	–	–	0.23%	76
2022 Q3	$831K	Buy	+2,446	New	+$849K	0.23%	83
2013 Q3	–	Sell	-23,438	Closed	-$2.68M	–	141
2013 Q2	$2.68M	Buy	+23,438	New	+$2.61M	0.64%	61

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

Strategy Asset Managers's MCK Position: Q1 2026 in Review

Strategy Asset Managers opened a new position in McKesson (MCK) in Q1 2026: 844 shares worth $730K. The stake represents 0.12% of the portfolio and ranks #122 among its holdings. This is a return to the name: Strategy Asset Managers previously reported a position in MCK as recently as Q4 2024.

Strategy Asset Managers first reported a position in MCK in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.68M in Q2 2013. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Strategy Asset Managers held 844 shares of McKesson worth $730K as of Q1 2026.
McKesson was a new Strategy Asset Managers position in Q1 2026.
McKesson made up 0.12% of Strategy Asset Managers's portfolio in Q1 2026, its #122 holding.
Strategy Asset Managers first reported a position in McKesson in Q2 2013 and has held it in 12 quarters since.
Strategy Asset Managers's McKesson position peaked at $2.68M in Q2 2013.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.