Wellington Shields Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.91M | Sell |
6,834
-945
| -12% | -$843K | 0.89% | 25 |
|
|
2025
Q4 | $6.38M | Buy |
7,779
+108
| +1% | +$88.1K | 0.93% | 24 |
|
|
2025
Q3 | $5.93M | Buy |
7,671
+30
| +0.4% | +$21.1K | 0.9% | 25 |
|
|
2025
Q2 | $5.6M | Sell |
7,641
-10
| -0.1% | -$7.06K | 0.95% | 23 |
|
|
2025
Q1 | $5.15M | Hold |
7,651
| – | – | 0.93% | 24 |
|
|
2024
Q4 | $4.36M | Hold |
7,651
| – | – | 0.77% | 27 |
|
|
2024
Q3 | $3.78M | Buy |
7,651
+90
| +1% | +$50.1K | 0.66% | 34 |
|
|
2024
Q2 | $4.42M | Hold |
7,561
| – | – | 0.8% | 26 |
|
|
2024
Q1 | $4.06M | Buy |
7,561
+791
| +12% | +$402K | 0.77% | 28 |
|
|
2023
Q4 | $3.13M | Buy |
6,770
+3,500
| +107% | +$1.59M | 0.39% | 34 |
|
|
2023
Q3 | $1.42M | Sell |
3,270
-1,050
| -24% | -$442K | 0.19% | 77 |
|
|
2023
Q2 | $1.85M | Hold |
4,320
| – | – | 0.23% | 67 |
|
|
2023
Q1 | $1.54M | Sell |
4,320
-1,005
| -19% | -$363K | 0.19% | 72 |
|
|
2022
Q4 | $2M | Hold |
5,325
| – | – | 0.24% | 57 |
|
|
2022
Q3 | $1.81M | Hold |
5,325
| – | – | 0.43% | 58 |
|
|
2022
Q2 | $1.74M | Buy |
5,325
+125
| +2% | +$40K | 0.22% | 60 |
|
|
2022
Q1 | $1.59M | Buy |
+5,200
| New | +$1.41M | 0.17% | 86 |
|
|
2018
Q1 | – | Sell |
-2,010
| Closed | -$313K | – | 339 |
|
|
2017
Q4 | $313K | Buy |
2,010
+70
| +4% | +$10.4K | 0.05% | 275 |
|
|
2017
Q3 | $298K | Hold |
1,940
| – | – | 0.05% | 266 |
|
|
2017
Q2 | $319K | Sell |
1,940
-600
| -24% | -$91K | 0.05% | 266 |
|
|
2017
Q1 | $377K | Sell |
2,540
-135
| -5% | -$19.8K | 0.06% | 234 |
|
|
2016
Q4 | $376K | Sell |
2,675
-8,510
| -76% | -$1.25M | 0.06% | 230 |
|
|
2016
Q3 | $1.86M | Sell |
11,185
-2,000
| -15% | -$373K | 0.32% | 69 |
|
|
2016
Q2 | $2.46M | Sell |
13,185
-750
| -5% | -$132K | 0.42% | 54 |
|
|
2016
Q1 | $2.19M | Sell |
13,935
-3,135
| -18% | -$507K | 0.38% | 58 |
|
|
2015
Q4 | $3.37M | Buy |
17,070
+2,225
| +15% | +$420K | 0.57% | 40 |
|
|
2015
Q3 | $2.75M | Sell |
14,845
-5,750
| -28% | -$1.22M | 0.47% | 39 |
|
|
2015
Q2 | $4.63M | Buy |
20,595
+1,000
| +5% | +$231K | 0.71% | 29 |
|
|
2015
Q1 | $4.43M | Buy |
19,595
+7,650
| +64% | +$1.7M | 0.66% | 30 |
|
|
2014
Q4 | $2.48M | Buy |
11,945
+185
| +2% | +$37.6K | 0.39% | 53 |
|
|
2014
Q3 | $2.29M | Hold |
11,760
| – | – | 0.38% | 52 |
|
|
2014
Q2 | $2.19M | Sell |
11,760
-150
| -1% | -$26.7K | 0.34% | 54 |
|
|
2014
Q1 | $2.1M | Sell |
11,910
-2,700
| -18% | -$472K | 0.36% | 50 |
|
|
2013
Q4 | $2.36M | Hold |
14,610
| – | – | 0.42% | 42 |
|
|
2013
Q3 | $1.87M | Buy |
14,610
+650
| +5% | +$79.8K | 0.36% | 53 |
|
|
2013
Q2 | $1.6M | Buy |
+13,960
| New | +$1.55M | 0.28% | 67 |
|
Other funds holding MCK
VCM
VPM
Wellington Shields Capital Management's MCK Position: Q1 2026 in Review
Wellington Shields Capital Management reduced its McKesson (MCK) stake by 12% in Q1 2026, selling an estimated $843K and leaving 6,834 shares worth $5.91M. The position accounts for 0.89% of the portfolio, ranked #25.
Wellington Shields Capital Management first reported a position in MCK in Q2 2013 and has held it in 36 quarters since. The position peaked at $6.38M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Wellington Shields Capital Management held 6,834 shares of McKesson worth $5.91M as of Q1 2026.
- Wellington Shields Capital Management sold 945 McKesson shares in Q1 2026, an estimated $843K.
- McKesson made up 0.89% of Wellington Shields Capital Management's portfolio in Q1 2026, its #25 holding.
- Wellington Shields Capital Management first reported a position in McKesson in Q2 2013 and has held it in 36 quarters since.
- Wellington Shields Capital Management's McKesson position peaked at $6.38M in Q4 2025.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.