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Westwood Holdings Group’s McKesson MCK Stock Holding History

Westwood Holdings Group’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 		$31.9M Sell
36,853
-26,050
-41% -$23.2M 0.23% 152
2025
Q4 		$51.6M Sell
62,903
-30,109
-32% -$24.6M 0.42% 91
2025
Q3 		$71.9M Buy
93,012
+39,322
+73% +$27.7M 0.51% 76
2025
Q2 		$39.3M Buy
53,690
+47,580
+779% +$33.6M 0.28% 119
2025
Q1 		$4.11M Buy
6,110
+2,735
+81% +$1.69M 0.03% 274
2024
Q4 		$1.92M Sell
3,375
-576
-15% -$323K 0.01% 330
2024
Q3 		$1.95M Sell
3,951
-494
-11% -$275K 0.01% 334
2024
Q2 		$2.6M Buy
+4,445
New +$2.47M 0.01% 307
2023
Q3 		– Sell
-645
Closed -$276K – 474
2023
Q2 		$276K Sell
645
-107,903
-99% -$41.5M ﹤0.01% 446
2023
Q1 		$38.6M Sell
108,548
-1,949
-2% -$704K 0.35% 102
2022
Q4 		$41.5M Buy
110,497
+854
+0.8% +$319K 0.36% 108
2022
Q3 		$37.3M Sell
109,643
-20,315
-16% -$7.05M 0.44% 93
2022
Q2 		$42.4M Sell
129,958
-167,106
-56% -$53.5M 0.46% 88
2022
Q1 		$90.9M Sell
297,064
-75,275
-20% -$20.5M 0.84% 23
2021
Q4 		$92.6M Buy
372,339
+11,213
+3% +$2.46M 0.83% 27
2021
Q3 		$72M Buy
+361,126
New +$72.2M 0.78% 33
2017
Q1 		– Sell
-35,619
Closed -$5M – 416
2016
Q4 		$5M Sell
35,619
-34,368
-49% -$5.06M 0.04% 254
2016
Q3 		$11.7M Buy
69,987
+7,132
+11% +$1.33M 0.1% 167
2016
Q2 		$11.7M Sell
62,855
-149
-0.2% -$26.1K 0.1% 160
2016
Q1 		$9.91M Buy
63,004
+498
+0.8% +$80.5K 0.09% 178
2015
Q4 		$12.3M Buy
62,506
+15,055
+32% +$2.84M 0.11% 148
2015
Q3 		$8.78M Sell
47,451
-633
-1% -$134K 0.08% 166
2015
Q2 		$10.8M Buy
+48,084
New +$11.1M 0.08% 158

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

Westwood Holdings Group's MCK Position: Q1 2026 in Review

Westwood Holdings Group reduced its McKesson (MCK) stake by 41% in Q1 2026, selling an estimated $23.2M and leaving 36,853 shares worth $31.9M. The position accounts for 0.23% of the portfolio, ranked #152.

Westwood Holdings Group first reported a position in MCK in Q2 2015 and has held it in 23 quarters since. The position peaked at $92.6M in Q4 2021. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Westwood Holdings Group held 36,853 shares of McKesson worth $31.9M as of Q1 2026.
  • Westwood Holdings Group sold 26,050 McKesson shares in Q1 2026, an estimated $23.2M.
  • McKesson made up 0.23% of Westwood Holdings Group's portfolio in Q1 2026, its #152 holding.
  • Westwood Holdings Group first reported a position in McKesson in Q2 2015 and has held it in 23 quarters since.
  • Westwood Holdings Group's McKesson position peaked at $92.6M in Q4 2021.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.