Tortoise Investment Management’s McKesson MCK Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-9	Closed	-$6.95K	–	935
2025 Q3	$6.95K	Buy	9 +1	+13%	+$704	﹤0.01%	659
2025 Q2	$5.86K	Buy	8 +5	+167%	+$3.53K	﹤0.01%	646
2025 Q1	$2.02K	Hold	3	–	–	﹤0.01%	712
2024 Q4	$1.71K	Hold	3	–	–	﹤0.01%	771
2024 Q3	$1.48K	Hold	3	–	–	﹤0.01%	793
2024 Q2	$1.75K	Hold	3	–	–	﹤0.01%	791
2024 Q1	$1.61K	Hold	3	–	–	﹤0.01%	789
2023 Q4	$1.39K	Hold	3	–	–	﹤0.01%	731
2023 Q3	$1.3K	Buy	+3	New	+$1.26K	﹤0.01%	729
2019 Q3	–	Sell	-15	Closed	-$2K	–	622
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	569
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	558
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	502
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	510
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	522
2018 Q1	$2K	Hold	15	–	–	﹤0.01%	502
2017 Q4	$2K	Buy	+15	New	+$2.22K	﹤0.01%	514

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's MCK Position: Q4 2025 in Review

Tortoise Investment Management sold out of McKesson (MCK) in Q4 2025, closing a stake of 9 shares — an estimated $6.95K sold.

Tortoise Investment Management first reported a position in MCK in Q4 2017 and held it in 16 quarters. The position peaked at $6.95K in Q3 2025. 1,998 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

Tortoise Investment Management reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 9 McKesson shares in Q4 2025, an estimated $6.95K.
Tortoise Investment Management first reported a position in McKesson in Q4 2017 and held it in 16 quarters.
Tortoise Investment Management's McKesson position peaked at $6.95K in Q3 2025.
1,998 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.