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Zuckerman Investment Group’s McKesson MCK Stock Holding History

Zuckerman Investment 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 		$36M Sell
41,632
-6,372
-13% -$5.69M 3.38% 4
2025
Q4 		$39.4M Buy
48,004
+726
+2% +$592K 3.52% 4
2025
Q3 		$36.5M Sell
47,278
-2,630
-5% -$1.85M 3.38% 4
2025
Q2 		$36.6M Sell
49,908
-8,783
-15% -$6.2M 3.55% 3
2025
Q1 		$39.5M Sell
58,691
-2,876
-5% -$1.78M 4.23% 3
2024
Q4 		$36.9M Buy
61,567
+1,227
+2% +$687K 3.55% 3
2024
Q3 		$29.8M Buy
60,340
+37
+0.1% +$20.6K 3.07% 5
2024
Q2 		$35.2M Buy
60,303
+84
+0.1% +$46.8K 4.07% 3
2024
Q1 		$32.3M Buy
60,219
+954
+2% +$484K 3.67% 3
2023
Q4 		$27.4M Sell
59,265
-1,923
-3% -$874K 3.54% 3
2023
Q3 		$26.6M Sell
61,188
-193
-0.3% -$81.3K 3.81% 4
2023
Q2 		$26.2M Sell
61,381
-787
-1% -$302K 3.75% 4
2023
Q1 		$22.1M Sell
62,168
-1,100
-2% -$397K 3.36% 6
2022
Q4 		$23.7M Buy
63,268
+50
+0.1% +$18.6K 3.75% 5
2022
Q3 		$21.5M Sell
63,218
-1,838
-3% -$638K 4.03% 4
2022
Q2 		$21.2M Sell
65,056
-12,807
-16% -$4.1M 3.86% 4
2022
Q1 		$23.8M Sell
77,863
-1,988
-2% -$541K 3.84% 6
2021
Q4 		$19.8M Buy
79,851
+438
+0.6% +$96.2K 3.08% 6
2021
Q3 		$15.8M Sell
79,413
-658
-0.8% -$132K 2.62% 8
2021
Q2 		$15.3M Buy
80,071
+36,041
+82% +$6.96M 2.42% 13
2021
Q1 		$8.59M Buy
44,030
+4,494
+11% +$820K 1.41% 27
2020
Q4 		$6.88M Buy
+39,536
New +$6.58M 1.27% 32

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

Zuckerman Investment Group's MCK Position: Q1 2026 in Review

Zuckerman Investment Group reduced its McKesson (MCK) stake by 13% in Q1 2026, selling an estimated $5.69M and leaving 41,632 shares worth $36M. The position accounts for 3.38% of the portfolio, ranked #4.

Zuckerman Investment Group first reported a position in MCK in Q4 2020 and has held it in 22 quarters since. The position peaked at $39.5M in Q1 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Zuckerman Investment Group held 41,632 shares of McKesson worth $36M as of Q1 2026.
  • Zuckerman Investment Group sold 6,372 McKesson shares in Q1 2026, an estimated $5.69M.
  • McKesson made up 3.38% of Zuckerman Investment Group's portfolio in Q1 2026, its #4 holding.
  • Zuckerman Investment Group first reported a position in McKesson in Q4 2020 and has held it in 22 quarters since.
  • Zuckerman Investment Group's McKesson position peaked at $39.5M in Q1 2025.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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