WCM Investment Management
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WCM Investment Management’s McKesson MCK Stock Holding History

WCM Investment 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
Q1 		$802M Sell
932,121
-11,950
-1% -$10.7M 1.83% 20
2025
Q4 		$781M Sell
944,071
-22,060
-2% -$18M 1.61% 23
2025
Q3 		$736M Sell
966,131
-12,202
-1% -$8.59M 1.53% 23
2025
Q2 		$710M Sell
978,333
-104,307
-10% -$73.6M 1.62% 23
2025
Q1 		$723M Buy
1,082,640
+603
+0.1% +$373K 1.86% 22
2024
Q4 		$618M Sell
1,082,037
-15,452
-1% -$8.65M 1.45% 30
2024
Q3 		$536M Sell
1,097,489
-12,084
-1% -$6.73M 1.21% 32
2024
Q2 		$658M Sell
1,109,573
-8,456
-0.8% -$4.71M 1.56% 27
2024
Q1 		$600M Buy
1,118,029
+24,840
+2% +$12.6M 1.43% 28
2023
Q4 		$500M Buy
1,093,189
+4,636
+0.4% +$2.11M 1.38% 27
2023
Q3 		$473M Buy
1,088,553
+14,085
+1% +$5.94M 1.39% 28
2023
Q2 		$461M Buy
1,074,468
+174,865
+19% +$67.2M 1.38% 29
2023
Q1 		$320M Sell
899,603
-39,328
-4% -$14.2M 1.02% 34
2022
Q4 		$352M Buy
938,931
+54,048
+6% +$20.2M 1.18% 27
2022
Q3 		$303M Buy
+884,883
New +$307M 1.09% 30

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

WCM Investment Management's MCK Position: Q1 2026 in Review

WCM Investment Management reduced its McKesson (MCK) stake by 1.3% in Q1 2026, selling an estimated $10.7M and leaving 932,121 shares worth $802M. The position accounts for 1.83% of the portfolio, ranked #20.

WCM Investment Management first reported a position in MCK in Q3 2022 and has held it in 15 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • WCM Investment Management held 932,121 shares of McKesson worth $802M as of Q1 2026.
  • WCM Investment Management sold 11,950 McKesson shares in Q1 2026, an estimated $10.7M.
  • McKesson made up 1.83% of WCM Investment Management's portfolio in Q1 2026, its #20 holding.
  • WCM Investment Management first reported a position in McKesson in Q3 2022 and has held it in 15 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.