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Suncoast Equity Management’s McKesson MCK Stock Holding History

Suncoast Equity 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 		$42.1M Sell
48,625
-1,630
-3% -$1.45M 5.05% 5
2025
Q4 		$41.2M Sell
50,255
-1,130
-2% -$922K 4.16% 11
2025
Q3 		$39.7M Buy
51,385
+22,145
+76% +$15.6M 3.96% 10
2025
Q2 		$21.4M Sell
29,240
-125
-0.4% -$88.2K 2.19% 21
2025
Q1 		$19.8M Buy
29,365
+320
+1% +$198K 2.23% 20
2024
Q4 		$16.6M Sell
29,045
-447
-2% -$250K 1.85% 20
2024
Q3 		$14.6M Sell
29,492
-2,274
-7% -$1.27M 1.66% 21
2024
Q2 		$18.6M Buy
31,766
+230
+0.7% +$128K 2.05% 21
2024
Q1 		$16.9M Buy
31,536
+1,765
+6% +$896K 1.99% 21
2023
Q4 		$13.8M Buy
+29,771
New +$13.5M 1.82% 21
2016
Q4 		– Sell
-70,195
Closed -$11.7M – 33
2016
Q3 		$11.7M Buy
70,195
+1,371
+2% +$256K 3.53% 17
2016
Q2 		$12.8M Buy
68,824
+12,994
+23% +$2.28M 4.01% 13
2016
Q1 		$8.78M Sell
55,830
-27,409
-33% -$4.43M 3.27% 18
2015
Q4 		$16.4M Buy
83,239
+4,865
+6% +$919K 6.78% 5
2015
Q3 		$14.5M Buy
78,374
+1,050
+1% +$223K 6.68% 6
2015
Q2 		$17.4M Buy
77,324
+7,179
+10% +$1.66M 7.73% 3
2015
Q1 		$15.9M Buy
70,145
+7,210
+11% +$1.6M 7.95% 2
2014
Q4 		$13.1M Buy
62,935
+22,980
+58% +$4.67M 7.16% 4
2014
Q3 		$7.78M Sell
39,955
-660
-2% -$127K 7.27% 3
2014
Q2 		$7.56M Buy
40,615
+925
+2% +$165K 7.34% 2
2014
Q1 		$7.01M Buy
39,690
+1,760
+5% +$308K 7.07% 3
2013
Q4 		$6.12M Buy
37,930
+1,115
+3% +$171K 6.21% 6
2013
Q3 		$4.72M Buy
36,815
+1,290
+4% +$158K 5.53% 8
2013
Q2 		$4.07M Buy
+35,525
New +$3.95M 5.2% 10

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Suncoast Equity Management's MCK Position: Q1 2026 in Review

Suncoast Equity Management reduced its McKesson (MCK) stake by 3.2% in Q1 2026, selling an estimated $1.45M and leaving 48,625 shares worth $42.1M. The position accounts for 5.05% of the portfolio, ranked #5.

Suncoast Equity Management first reported a position in MCK in Q2 2013 and has held it in 24 quarters since. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Suncoast Equity Management held 48,625 shares of McKesson worth $42.1M as of Q1 2026.
  • Suncoast Equity Management sold 1,630 McKesson shares in Q1 2026, an estimated $1.45M.
  • McKesson made up 5.05% of Suncoast Equity Management's portfolio in Q1 2026, its #5 holding.
  • Suncoast Equity Management first reported a position in McKesson in Q2 2013 and has held it in 24 quarters since.
  • 2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.