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SurgoCap Partners’s McKesson MCK Stock Holding History

SurgoCap Partners’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 		$285M Buy
376,870
+28,138
+8% +$22.3M 9.21% 6
2026
Q1 		$302M Sell
348,732
-70,434
-17% -$62.9M 10.08% 5
2025
Q4 		$344M Sell
419,166
-33,095
-7% -$27M 9.52% 4
2025
Q3 		$349M Buy
452,261
+184,106
+69% +$130M 9.71% 2
2025
Q2 		$196M Sell
268,155
-25,982
-9% -$18.3M 7.42% 8
2025
Q1 		$198M Sell
294,137
-214,744
-42% -$133M 9.78% 4
2024
Q4 		$290M Sell
508,881
-99,436
-16% -$55.7M 14.94% 1
2024
Q3 		$301M Buy
608,317
+126,675
+26% +$70.5M 15.02% 1
2024
Q2 		$281M Sell
481,642
-14,261
-3% -$7.94M 16.45% 1
2024
Q1 		$266M Buy
495,903
+162,875
+49% +$82.7M 14.29% 1
2023
Q4 		$154M Buy
+333,028
New +$151M 10.77% 2

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

SurgoCap Partners's MCK Position: Q2 2026 in Review

SurgoCap Partners increased its McKesson (MCK) stake by 8.1% in Q2 2026, buying an estimated $22.3M and bringing the position to 376,870 shares worth $285M. The position accounts for 9.21% of the portfolio, ranked #6.

SurgoCap Partners first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $349M in Q3 2025. 1,995 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • SurgoCap Partners held 376,870 shares of McKesson worth $285M as of Q2 2026.
  • SurgoCap Partners bought 28,138 McKesson shares in Q2 2026, an estimated $22.3M.
  • McKesson made up 9.21% of SurgoCap Partners's portfolio in Q2 2026, its #6 holding.
  • SurgoCap Partners first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • SurgoCap Partners's McKesson position peaked at $349M in Q3 2025.
  • 1,995 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on SurgoCap Partners's 13F filing for Q2 2026, filed 14 Aug 2026.