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J. Derek Lewis & Associates’s McKesson MCK Stock Holding History

J. Derek Lewis & Associates’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 		$276K Buy
365
+11
+3% +$8.72K 0.05% 149
2026
Q1 		$307K Buy
354
+1
+0.3% +$893 0.07% 136
2025
Q4 		$290K Buy
+353
New +$288K 0.07% 140

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

J. Derek Lewis & Associates's MCK Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its McKesson (MCK) stake by 3.1% in Q2 2026, buying an estimated $8.72K and bringing the position to 365 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #149.

J. Derek Lewis & Associates first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $307K in Q1 2026. 1,193 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • J. Derek Lewis & Associates held 365 shares of McKesson worth $276K as of Q2 2026.
  • J. Derek Lewis & Associates bought 11 McKesson shares in Q2 2026, an estimated $8.72K.
  • McKesson made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #149 holding.
  • J. Derek Lewis & Associates first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's McKesson position peaked at $307K in Q1 2026.
  • 1,193 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.