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Vivaldi Capital Management’s McKesson MCK Stock Holding History

Vivaldi 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
Q2 		– Sell
-272
Closed -$235K – 144
2026
Q1 		$235K Buy
272
+1
+0.4% +$893 0.03% 252
2025
Q4 		$222K Sell
271
-13
-5% -$10.6K 0.03% 258
2025
Q3 		$219K Buy
284
+4
+1% +$2.82K 0.03% 265
2025
Q2 		$205K Buy
+280
New +$198K 0.03% 281
2024
Q1 		– Sell
-501
Closed -$253K – 228
2023
Q4 		$253K Buy
+501
New +$228K 0.08% 183

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

Vivaldi Capital Management's MCK Position: Q2 2026 in Review

Vivaldi Capital Management sold out of McKesson (MCK) in Q2 2026, closing a stake of 272 shares — an estimated $235K sold.

Vivaldi Capital Management first reported a position in MCK in Q4 2023 and held it in 5 quarters. The position peaked at $253K in Q4 2023. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Vivaldi Capital Management reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 272 McKesson shares in Q2 2026, an estimated $235K.
  • Vivaldi Capital Management first reported a position in McKesson in Q4 2023 and held it in 5 quarters.
  • Vivaldi Capital Management's McKesson position peaked at $253K in Q4 2023.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.