Suvretta Capital Management’s McKesson MCK Stock Holding History

Suvretta Capital 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	$1.58M	Hold	1,830	–	–	0.04%	72
2025 Q4	$1.5M	Hold	1,830	–	–	0.03%	80
2025 Q3	$1.41M	Hold	1,830	–	–	0.04%	79
2025 Q2	$1.34M	Hold	1,830	–	–	0.04%	76
2025 Q1	$1.23M	Hold	1,830	–	–	0.05%	85
2024 Q4	$1.04M	Hold	1,830	–	–	0.04%	83
2024 Q3	$905K	Hold	1,830	–	–	0.03%	87
2024 Q2	$1.07M	Sell	1,830 -54,809	-97%	-$30.5M	0.04%	77
2024 Q1	$30.4M	Sell	56,639 -6,821	-11%	-$3.46M	1.13%	30
2023 Q4	$29.4M	Buy	63,460 +25,920	+69%	+$11.8M	1.33%	26
2023 Q3	$16.3M	Buy	37,540 +35,710	+1,951%	+$15M	0.88%	39
2023 Q2	$782K	Hold	1,830	–	–	0.04%	90
2023 Q1	$652K	Sell	1,830 -56,278	-97%	-$20.3M	0.03%	87
2022 Q4	$21.8M	Sell	58,108 -46,742	-45%	-$17.4M	0.92%	38
2022 Q3	$35.6M	Buy	104,850 +48	+0%	+$16.7K	1.48%	29
2022 Q2	$34.2M	Buy	104,802 +6,822	+7%	+$2.18M	1.3%	31
2022 Q1	$30M	Buy	+97,980	New	+$26.6M	0.92%	38
2020 Q3	–	Sell	-579,900	Closed	-$89M	–	110
2020 Q2	$89M	Sell	579,900 -394,015	-40%	-$56.9M	1.91%	22
2020 Q1	$132M	Buy	+973,915	New	+$143M	3.56%	10
2016 Q3	–	Sell	-321,700	Closed	-$60M	–	40
2016 Q2	$60M	Buy	+321,700	New	+$56.4M	2.28%	16

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

Suvretta Capital Management's MCK Position: Q1 2026 in Review

Suvretta Capital Management held its McKesson (MCK) position steady in Q1 2026 at 1,830 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #72.

Suvretta Capital Management first reported a position in MCK in Q2 2016 and has held it in 20 quarters since. The position peaked at $132M in Q1 2020. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Suvretta Capital Management held 1,830 shares of McKesson worth $1.58M as of Q1 2026.
Suvretta Capital Management left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.04% of Suvretta Capital Management's portfolio in Q1 2026, its #72 holding.
Suvretta Capital Management first reported a position in McKesson in Q2 2016 and has held it in 20 quarters since.
Suvretta Capital Management's McKesson position peaked at $132M in Q1 2020.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Suvretta Capital Management's 13F filing for Q1 2026, filed 15 May 2026.