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Triasima Portfolio Management’s McKesson MCK Stock Holding History

Triasima Portfolio 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
Q2 		$425K Sell
562
-5,517
-91% -$4.37M 0.06% 117
2026
Q1 		$5.26M Buy
6,079
+683
+13% +$610K 0.8% 46
2025
Q4 		$4.43M Buy
5,396
+967
+22% +$789K 0.66% 47
2025
Q3 		$3.42M Sell
4,429
-5
-0.1% -$3.52K 0.52% 65
2025
Q2 		$3.25M Buy
+4,434
New +$3.13M 0.59% 68
2024
Q3 		– Sell
-10,023
Closed -$5.85M – 117
2024
Q2 		$5.85M Hold
10,023
– – 0.54% 39
2024
Q1 		$5.38M Sell
10,023
-1,054
-10% -$535K 0.45% 45
2023
Q4 		$5.13M Sell
11,077
-39
-0.4% -$17.7K 0.42% 47
2023
Q3 		$4.83M Buy
11,116
+3,280
+42% +$1.38M 0.44% 47
2023
Q2 		$4.43M Sell
7,836
-6,212
-44% -$2.39M 0.28% 57
2023
Q1 		$5M Sell
14,048
-4,182
-23% -$1.51M 0.41% 45
2022
Q4 		$6.84M Buy
18,230
+1,190
+7% +$444K 0.52% 36
2022
Q3 		$5.79M Buy
17,040
+895
+6% +$311K 0.47% 39
2022
Q2 		$5.27M Buy
16,145
+11,484
+246% +$3.67M 0.37% 43
2022
Q1 		$1.43M Buy
+4,661
New +$1.27M 0.07% 103

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

Triasima Portfolio Management's MCK Position: Q2 2026 in Review

Triasima Portfolio Management reduced its McKesson (MCK) stake by 91% in Q2 2026, selling an estimated $4.37M and leaving 562 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #117.

Triasima Portfolio Management first reported a position in MCK in Q1 2022 and has held it in 15 quarters since. The position peaked at $6.84M in Q4 2022. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Triasima Portfolio Management held 562 shares of McKesson worth $425K as of Q2 2026.
  • Triasima Portfolio Management sold 5,517 McKesson shares in Q2 2026, an estimated $4.37M.
  • McKesson made up 0.06% of Triasima Portfolio Management's portfolio in Q2 2026, its #117 holding.
  • Triasima Portfolio Management first reported a position in McKesson in Q1 2022 and has held it in 15 quarters since.
  • Triasima Portfolio Management's McKesson position peaked at $6.84M in Q4 2022.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.