Walter Public Investments’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.71M Sell
11,533
-5,854
-34% -$4.64M 2.1% 20
2026
Q1
$15M Buy
17,387
+9,417
+118% +$8.4M 3.6% 7
2025
Q4
$6.54M Buy
+7,970
New +$6.5M 1.16% 34

Other funds holding MCK

Walter Public Investments's MCK Position: Q2 2026 in Review

Walter Public Investments reduced its McKesson (MCK) stake by 34% in Q2 2026, selling an estimated $4.64M and leaving 11,533 shares worth $8.71M. The position accounts for 2.1% of the portfolio, ranked #20.

Walter Public Investments first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $15M in Q1 2026. 1,029 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Walter Public Investments held 11,533 shares of McKesson worth $8.71M as of Q2 2026.
  • Walter Public Investments sold 5,854 McKesson shares in Q2 2026, an estimated $4.64M.
  • McKesson made up 2.1% of Walter Public Investments's portfolio in Q2 2026, its #20 holding.
  • Walter Public Investments first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Walter Public Investments's McKesson position peaked at $15M in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.