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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waterloo Capital's MCK Position: Q1 2026 in Review

Waterloo Capital opened a new position in McKesson (MCK) in Q1 2026: 262 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #446 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in MCK as recently as Q3 2025.

Waterloo Capital first reported a position in MCK in Q1 2023 and has held it in 6 quarters since. The position peaked at $573K in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Waterloo Capital held 262 shares of McKesson worth $227K as of Q1 2026.
  • McKesson was a new Waterloo Capital position in Q1 2026.
  • McKesson made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #446 holding.
  • Waterloo Capital first reported a position in McKesson in Q1 2023 and has held it in 6 quarters since.
  • Waterloo Capital's McKesson position peaked at $573K in Q2 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.