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Thayer Partners’s McKesson MCK Stock Holding History

Thayer 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 		$369K Buy
489
+5
+1% +$3.96K 0.15% 77
2026
Q1 		$419K Buy
484
+8
+2% +$7.14K 0.2% 65
2025
Q4 		$390K Buy
+476
New +$388K 0.19% 66

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

Thayer Partners's MCK Position: Q2 2026 in Review

Thayer Partners increased its McKesson (MCK) stake by 1% in Q2 2026, buying an estimated $3.96K and bringing the position to 489 shares worth $369K. The position accounts for 0.15% of the portfolio, ranked #77.

Thayer Partners first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $419K in Q1 2026. 2,006 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Thayer Partners held 489 shares of McKesson worth $369K as of Q2 2026.
  • Thayer Partners bought 5 McKesson shares in Q2 2026, an estimated $3.96K.
  • McKesson made up 0.15% of Thayer Partners's portfolio in Q2 2026, its #77 holding.
  • Thayer Partners first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Thayer Partners's McKesson position peaked at $419K in Q1 2026.
  • 2,006 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Thayer Partners's 13F filing for Q2 2026, filed 31 Jul 2026.