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Waterloo Capital’s McKesson MCK Stock Holding History

Waterloo 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 		– Sell
-262
Closed -$227K – 584
2026
Q1 		$227K Buy
+262
New +$234K 0.02% 446
2025
Q4 		– Sell
-296
Closed -$229K – 481
2025
Q3 		$229K Sell
296
-486
-62% -$342K 0.02% 414
2025
Q2 		$573K Buy
782
+226
+41% +$159K 0.05% 248
2025
Q1 		$374K Buy
+556
New +$344K 0.03% 292
2024
Q3 		– Sell
-422
Closed -$246K – 375
2024
Q2 		$246K Buy
+422
New +$235K 0.03% 310
2023
Q2 		– Sell
-719
Closed -$256K – 243
2023
Q1 		$256K Buy
+719
New +$260K 0.08% 151

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

Waterloo Capital's MCK Position: Q2 2026 in Review

Waterloo Capital sold out of McKesson (MCK) in Q2 2026, closing a stake of 262 shares — an estimated $227K sold.

Waterloo Capital first reported a position in MCK in Q1 2023 and held it in 6 quarters. The position peaked at $573K in Q2 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Waterloo Capital reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Waterloo Capital sold 262 McKesson shares in Q2 2026, an estimated $227K.
  • Waterloo Capital first reported a position in McKesson in Q1 2023 and held it in 6 quarters.
  • Waterloo Capital's McKesson position peaked at $573K in Q2 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.