Leonard Rickey Investment Advisors’s McKesson MCK Stock Holding History

Leonard Rickey Investment Advisors’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	$434K	Sell	575 -41	-7%	-$32.5K	0.07%	81
2026 Q1	$533K	Buy	616 +4	+0.7%	+$3.57K	0.09%	64
2025 Q4	$502K	Buy	612 +23	+4%	+$18.8K	0.09%	70
2025 Q3	$455K	Buy	589 +40	+7%	+$28.2K	0.09%	72
2025 Q2	$402K	Buy	549 +24	+5%	+$16.9K	0.08%	71
2025 Q1	$364K	Sell	525 -14	-3%	-$8.65K	0.08%	71
2024 Q4	$307K	Buy	539 +16	+3%	+$8.96K	0.07%	80
2024 Q3	$258K	Buy	523 +12	+2%	+$6.68K	0.06%	93
2024 Q2	$298K	Buy	511 +127	+33%	+$70.7K	0.07%	77
2024 Q1	$206K	Buy	+384	New	+$195K	0.05%	90

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Leonard Rickey Investment Advisors's MCK Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its McKesson (MCK) stake by 6.7% in Q2 2026, selling an estimated $32.5K and leaving 575 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #81.

Leonard Rickey Investment Advisors first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $533K in Q1 2026. 628 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Leonard Rickey Investment Advisors held 575 shares of McKesson worth $434K as of Q2 2026.
Leonard Rickey Investment Advisors sold 41 McKesson shares in Q2 2026, an estimated $32.5K.
McKesson made up 0.07% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #81 holding.
Leonard Rickey Investment Advisors first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
Leonard Rickey Investment Advisors's McKesson position peaked at $533K in Q1 2026.
628 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.