Whittier Trust’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 | $31M | Buy |
36,162
+321
| +0.9% | +$286K | 0.35% | 69 |
|
|
2025
Q4 | $29.6M | Buy |
35,841
+957
| +3% | +$781K | 0.32% | 65 |
|
|
2025
Q3 | $25.7M | Buy |
34,884
+855
| +3% | +$602K | 0.29% | 70 |
|
|
2025
Q2 | $24.9M | Buy |
34,029
+19,108
| +128% | +$13.5M | 0.3% | 74 |
|
|
2025
Q1 | $10M | Buy |
14,921
+65
| +0.4% | +$40.2K | 0.14% | 134 |
|
|
2024
Q4 | $8.47M | Sell |
14,856
-2
| -0% | -$1.12K | 0.11% | 150 |
|
|
2024
Q3 | $7.35M | Hold |
14,858
| – | – | 0.1% | 166 |
|
|
2024
Q2 | $8.68M | Sell |
14,858
-18
| -0.1% | -$10K | 0.12% | 144 |
|
|
2024
Q1 | $7.99M | Sell |
14,876
-68
| -0.5% | -$34.5K | 0.12% | 155 |
|
|
2023
Q4 | $6.92M | Sell |
14,944
-59
| -0.4% | -$26.8K | 0.11% | 162 |
|
|
2023
Q3 | $6.52M | Sell |
15,003
-72
| -0.5% | -$30.3K | 0.12% | 164 |
|
|
2023
Q2 | $6.44M | Sell |
15,075
-52
| -0.3% | -$20K | 0.11% | 161 |
|
|
2023
Q1 | $5.39M | Sell |
15,127
-1,013
| -6% | -$366K | 0.1% | 179 |
|
|
2022
Q4 | $6.05M | Sell |
16,140
-76
| -0.5% | -$28.3K | 0.12% | 168 |
|
|
2022
Q3 | $5.51M | Sell |
16,216
-334
| -2% | -$116K | 0.12% | 174 |
|
|
2022
Q2 | $5.4M | Sell |
16,550
-163
| -1% | -$52.2K | 0.11% | 174 |
|
|
2022
Q1 | $5.12M | Sell |
16,713
-34
| -0.2% | -$9.25K | 0.09% | 190 |
|
|
2021
Q4 | $4.16M | Sell |
16,747
-44
| -0.3% | -$9.66K | 0.07% | 217 |
|
|
2021
Q3 | $3.35M | Sell |
16,791
-50
| -0.3% | -$9.99K | 0.06% | 227 |
|
|
2021
Q2 | $3.22M | Sell |
16,841
-94
| -0.6% | -$18.2K | 0.06% | 228 |
|
|
2021
Q1 | $3.3M | Sell |
16,935
-607
| -3% | -$111K | 0.06% | 219 |
|
|
2020
Q4 | $3.05M | Sell |
17,542
-545
| -3% | -$90.8K | 0.07% | 211 |
|
|
2020
Q3 | $2.69M | Sell |
18,087
-103
| -0.6% | -$15.6K | 0.06% | 205 |
|
|
2020
Q2 | $2.79M | Sell |
18,190
-27
| -0.1% | -$3.9K | 0.08% | 186 |
|
|
2020
Q1 | $2.46M | Buy |
18,217
+291
| +2% | +$42.6K | 0.08% | 193 |
|
|
2019
Q4 | $2.48M | Buy |
17,926
+4
| +0% | +$565 | 0.07% | 216 |
|
|
2019
Q3 | $2.45M | Sell |
17,922
-1,007
| -5% | -$143K | 0.07% | 209 |
|
|
2019
Q2 | $2.54M | Sell |
18,929
-774
| -4% | -$96.5K | 0.07% | 202 |
|
|
2019
Q1 | $2.31M | Sell |
19,703
-1,274
| -6% | -$157K | 0.07% | 211 |
|
|
2018
Q4 | $2.32M | Sell |
20,977
-1,697
| -7% | -$212K | 0.08% | 200 |
|
|
2018
Q3 | $3.01M | Sell |
22,674
-813
| -3% | -$106K | 0.09% | 183 |
|
|
2018
Q2 | $3.13M | Sell |
23,487
-27,645
| -54% | -$4.04M | 0.1% | 181 |
|
|
2018
Q1 | $7.2M | Sell |
51,132
-10,456
| -17% | -$1.63M | 0.24% | 110 |
|
|
2017
Q4 | $9.6M | Sell |
61,588
-1,224
| -2% | -$181K | 0.34% | 90 |
|
|
2017
Q3 | $9.65M | Buy |
62,812
+898
| +1% | +$140K | 0.35% | 81 |
|
|
2017
Q2 | $10.2M | Buy |
61,914
+1,771
| +3% | +$269K | 0.39% | 72 |
|
|
2017
Q1 | $8.92M | Sell |
60,143
-20,231
| -25% | -$2.96M | 0.36% | 80 |
|
|
2016
Q4 | $11.3M | Sell |
80,374
-2,886
| -3% | -$425K | 0.48% | 55 |
|
|
2016
Q3 | $13.9M | Sell |
83,260
-477
| -0.6% | -$88.9K | 0.6% | 44 |
|
|
2016
Q2 | $15.6M | Buy |
83,737
+1,906
| +2% | +$334K | 0.69% | 35 |
|
|
2016
Q1 | $12.9M | Buy |
81,831
+5,586
| +7% | +$903K | 0.57% | 49 |
|
|
2015
Q4 | $15M | Sell |
76,245
-735
| -1% | -$139K | 0.68% | 33 |
|
|
2015
Q3 | $14.2M | Sell |
76,980
-585
| -0.8% | -$124K | 0.69% | 35 |
|
|
2015
Q2 | $17.4M | Buy |
77,565
+7,700
| +11% | +$1.78M | 0.77% | 24 |
|
|
2015
Q1 | $15.8M | Sell |
69,865
-1,724
| -2% | -$382K | 0.72% | 34 |
|
|
2014
Q4 | $14.9M | Buy |
71,589
+214
| +0.3% | +$43.5K | 0.71% | 34 |
|
|
2014
Q3 | $13.9M | Buy |
71,375
+689
| +1% | +$133K | 0.68% | 41 |
|
|
2014
Q2 | $13.2M | Buy |
70,686
+10
| +0% | +$1.78K | 0.65% | 42 |
|
|
2014
Q1 | $12.5M | Buy |
70,676
+759
| +1% | +$133K | 0.64% | 44 |
|
|
2013
Q4 | $11.3M | Sell |
69,917
-467
| -0.7% | -$71.7K | 0.58% | 48 |
|
|
2013
Q3 | $9.03M | Sell |
70,384
-718
| -1% | -$88.2K | 0.49% | 54 |
|
|
2013
Q2 | $8.14M | Buy |
+71,102
| New | +$7.91M | 0.46% | 62 |
|
Other funds holding MCK
VCM
VPM
Whittier Trust's MCK Position: Q1 2026 in Review
Whittier Trust increased its McKesson (MCK) stake by 0.9% in Q1 2026, buying an estimated $286K and bringing the position to 36,162 shares worth $31M. The position accounts for 0.35% of the portfolio, ranked #69.
Whittier Trust first reported a position in MCK in Q2 2013 and has held it in 52 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Whittier Trust held 36,162 shares of McKesson worth $31M as of Q1 2026.
- Whittier Trust bought 321 McKesson shares in Q1 2026, an estimated $286K.
- McKesson made up 0.35% of Whittier Trust's portfolio in Q1 2026, its #69 holding.
- Whittier Trust first reported a position in McKesson in Q2 2013 and has held it in 52 quarters since.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.