Klein Pavlis & Peasley Financial’s McKesson MCK Stock Holding History

Klein Pavlis & Peasley Financial’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	$1.64M	Buy	2,176 +642	+42%	+$509K	0.86%	39
2026 Q1	$1.33M	Buy	1,534 +58	+4%	+$51.8K	0.73%	45
2025 Q4	$1.21M	Sell	1,476 -51	-3%	-$41.6K	0.71%	41
2025 Q3	$1.18M	Buy	1,527 +88	+6%	+$62K	0.72%	38
2025 Q2	$1.05M	Sell	1,439 -321	-18%	-$227K	0.7%	43
2025 Q1	$1.19M	Buy	1,760 +113	+7%	+$69.9K	0.85%	42
2024 Q4	$939K	Sell	1,647 -17	-1%	-$9.52K	0.76%	52
2024 Q3	$823K	Buy	1,664 +1,188	+250%	+$662K	0.66%	59
2024 Q2	$278K	Buy	+476	New	+$265K	0.25%	67

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Klein Pavlis & Peasley Financial's MCK Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its McKesson (MCK) stake by 42% in Q2 2026, buying an estimated $509K and bringing the position to 2,176 shares worth $1.64M. The position accounts for 0.86% of the portfolio, ranked #39.

Klein Pavlis & Peasley Financial first reported a position in MCK in Q2 2024 and has held it in 9 quarters since. 767 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Klein Pavlis & Peasley Financial held 2,176 shares of McKesson worth $1.64M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 642 McKesson shares in Q2 2026, an estimated $509K.
McKesson made up 0.86% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #39 holding.
Klein Pavlis & Peasley Financial first reported a position in McKesson in Q2 2024 and has held it in 9 quarters since.
767 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.