Westside Investment 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
Q2 | $206K | Hold |
272
| – | – | 0.03% | 303 |
|
|
2026
Q1 | $237K | Hold |
272
| – | – | 0.04% | 275 |
|
|
2025
Q4 | $223K | Buy |
272
+9
| +3% | +$7.34K | 0.04% | 267 |
|
|
2025
Q3 | $203K | Buy |
263
+29
| +12% | +$20.4K | 0.03% | 285 |
|
|
2025
Q2 | $171K | Buy |
234
+29
| +14% | +$20.5K | 0.03% | 271 |
|
|
2025
Q1 | $138K | Hold |
205
| – | – | 0.03% | 271 |
|
|
2024
Q4 | $117K | Hold |
205
| – | – | 0.02% | 289 |
|
|
2024
Q3 | $111K | Hold |
205
| – | – | 0.02% | 306 |
|
|
2024
Q2 | $115K | Buy |
205
+5
| +3% | +$2.78K | 0.03% | 290 |
|
|
2024
Q1 | $107K | Hold |
200
| – | – | 0.03% | 286 |
|
|
2023
Q4 | $92.6K | Hold |
200
| – | – | 0.02% | 287 |
|
|
2023
Q3 | $87K | Hold |
200
| – | – | 0.03% | 288 |
|
|
2023
Q2 | $85.5K | Hold |
200
| – | – | 0.02% | 287 |
|
|
2023
Q1 | $73.1K | Hold |
200
| – | – | 0.02% | 309 |
|
|
2022
Q4 | $37.5K | Hold |
200
| – | – | 0.09% | 138 |
|
|
2022
Q3 | $34K | Hold |
200
| – | – | 0.08% | 149 |
|
|
2022
Q2 | $32.7K | Hold |
200
| – | – | 0.07% | 146 |
|
|
2022
Q1 | $30.6K | Hold |
200
| – | – | 0.07% | 147 |
|
|
2021
Q4 | $24.9K | Hold |
200
| – | – | 0.06% | 148 |
|
|
2021
Q3 | $20K | Hold |
200
| – | – | 0.05% | 159 |
|
|
2021
Q2 | $19.1K | Hold |
200
| – | – | 0.04% | 159 |
|
|
2021
Q1 | $19.5K | Hold |
200
| – | – | 0.05% | 147 |
|
|
2020
Q4 | $17.4K | Hold |
200
| – | – | 0.05% | 136 |
|
|
2020
Q3 | $14.9K | Hold |
200
| – | – | 0.01% | 142 |
|
|
2020
Q2 | $15.4K | Buy |
200
+100
| +100% | +$14.4K | 0.01% | 124 |
|
|
2020
Q1 | $13 | Buy |
+100
| New | +$14.6K | ﹤0.01% | 435 |
|
|
2019
Q2 | $13 | Buy |
+100
| New | +$12.5K | ﹤0.01% | 443 |
|
|
2018
Q4 | $11K | Buy |
+100
| New | +$12.5K | ﹤0.01% | 451 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$13.5K | – | 794 |
|
|
2018
Q2 | $13.5K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2018
Q1 | $14K | Hold |
100
| – | – | 0.01% | 459 |
|
|
2017
Q4 | $15.9K | Hold |
100
| – | – | 0.01% | 461 |
|
|
2017
Q3 | $14.8K | Sell |
100
-80
| -44% | -$12.5K | 0.01% | 461 |
|
|
2017
Q2 | $29.6K | Hold |
180
| – | – | 0.02% | 327 |
|
|
2017
Q1 | $26.1K | Buy |
180
+107
| +147% | +$15.7K | 0.01% | 322 |
|
|
2016
Q4 | $10.5K | Buy |
+73
| New | +$10.7K | 0.01% | 383 |
|
Other funds holding MCK
Westside Investment Management's MCK Position: Q2 2026 in Review
Westside Investment Management held its McKesson (MCK) position steady in Q2 2026 at 272 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #303.
Westside Investment Management first reported a position in MCK in Q4 2016 and has held it in 35 quarters since. The position peaked at $237K in Q1 2026. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Westside Investment Management held 272 shares of McKesson worth $206K as of Q2 2026.
- Westside Investment Management left its McKesson share count unchanged in Q2 2026.
- McKesson made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #303 holding.
- Westside Investment Management first reported a position in McKesson in Q4 2016 and has held it in 35 quarters since.
- Westside Investment Management's McKesson position peaked at $237K in Q1 2026.
- 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.