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TwinBeech Capital’s McKesson MCK Stock Holding History

TwinBeech Capital’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 		$5.68M Buy
7,512
+6,900
+1,127% +$5.47M 1.03% 14
2026
Q1 		$530K Buy
+612
New +$546K 0.05% 346
2025
Q3 		– Sell
-11,563
Closed -$8.47M – 725
2025
Q2 		$8.47M Buy
+11,563
New +$8.16M 0.19% 142
2025
Q1 		– Sell
-22,003
Closed -$12.5M – 856
2024
Q4 		$12.5M Buy
22,003
+21,304
+3,048% +$11.9M 0.21% 136
2024
Q3 		$346K Sell
699
-17,896
-96% -$9.97M 0.01% 609
2024
Q2 		$10.9M Buy
+18,595
New +$10.4M 0.21% 134
2024
Q1 		– Sell
-36,141
Closed -$16.7M – 749
2023
Q4 		$16.7M Buy
+36,141
New +$16.4M 0.27% 107
2023
Q2 		– Sell
-82,477
Closed -$29.4M – 760
2023
Q1 		$29.4M Buy
82,477
+30,320
+58% +$11M 0.59% 38
2022
Q4 		$19.6M Buy
+52,157
New +$19.5M 0.37% 70
2021
Q3 		– Sell
-4,535
Closed -$867K – 689
2021
Q2 		$867K Buy
+4,535
New +$876K 0.11% 225
2021
Q1 		– Sell
-25,205
Closed -$4.38M – 574
2020
Q4 		$4.38M Buy
+25,205
New +$4.2M 0.71% 27
2020
Q3 		– Sell
-4,545
Closed -$697K – 521
2020
Q2 		$697K Sell
4,545
-15,014
-77% -$2.17M 0.15% 186
2020
Q1 		$2.65M Buy
19,559
+5,659
+41% +$829K 1.06% 22
2019
Q4 		$1.92M Buy
+13,900
New +$1.96M 0.56% 42

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

TwinBeech Capital's MCK Position: Q2 2026 in Review

TwinBeech Capital increased its McKesson (MCK) stake by 1,127% in Q2 2026, buying an estimated $5.47M and bringing the position to 7,512 shares worth $5.68M. The position accounts for 1.03% of the portfolio, ranked #14.

TwinBeech Capital first reported a position in MCK in Q4 2019 and has held it in 14 quarters since. The position peaked at $29.4M in Q1 2023. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • TwinBeech Capital held 7,512 shares of McKesson worth $5.68M as of Q2 2026.
  • TwinBeech Capital bought 6,900 McKesson shares in Q2 2026, an estimated $5.47M.
  • McKesson made up 1.03% of TwinBeech Capital's portfolio in Q2 2026, its #14 holding.
  • TwinBeech Capital first reported a position in McKesson in Q4 2019 and has held it in 14 quarters since.
  • TwinBeech Capital's McKesson position peaked at $29.4M in Q1 2023.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.