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West Family Investments’s McKesson MCK Stock Holding History

West Family Investments’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 		$783K Sell
1,036
-9
-0.9% -$7.14K 0.23% 90
2026
Q1 		$904K Sell
1,045
-873
-46% -$779K 0.32% 52
2025
Q4 		$1.57M Sell
1,918
-124
-6% -$101K 0.37% 49
2025
Q3 		$1.58M Buy
2,042
+97
+5% +$68.3K 0.35% 53
2025
Q2 		$1.43M Buy
1,945
+518
+36% +$366K 0.37% 49
2025
Q1 		$960K Sell
1,427
-374
-21% -$231K 0.36% 55
2024
Q4 		$1.03M Buy
1,801
+141
+8% +$79K 0.36% 55
2024
Q3 		$821K Sell
1,660
-187
-10% -$104K 0.28% 72
2024
Q2 		$1.08M Buy
1,847
+254
+16% +$141K 0.32% 65
2024
Q1 		$855K Buy
1,593
+90
+6% +$45.7K 0.27% 74
2023
Q4 		$696K Buy
1,503
+4
+0.3% +$1.82K 0.24% 79
2023
Q3 		$652K Sell
1,499
-191
-11% -$80.5K 0.23% 84
2023
Q2 		$722K Buy
1,690
+1,010
+149% +$388K 0.28% 77
2023
Q1 		$242K Sell
680
-86
-11% -$31.1K 0.1% 159
2022
Q4 		$287K Buy
+766
New +$286K 0.1% 169

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

West Family Investments's MCK Position: Q2 2026 in Review

West Family Investments reduced its McKesson (MCK) stake by 0.86% in Q2 2026, selling an estimated $7.14K and leaving 1,036 shares worth $783K. The position accounts for 0.23% of the portfolio, ranked #90.

West Family Investments first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q3 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • West Family Investments held 1,036 shares of McKesson worth $783K as of Q2 2026.
  • West Family Investments sold 9 McKesson shares in Q2 2026, an estimated $7.14K.
  • McKesson made up 0.23% of West Family Investments's portfolio in Q2 2026, its #90 holding.
  • West Family Investments first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • West Family Investments's McKesson position peaked at $1.58M in Q3 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.