Mechanics Bank - Trust Department’s McKesson MCK Stock Holding History

Mechanics Bank - Trust Department’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	$3.81M	Buy	5,043 +519	+11%	+$411K	0.47%	59
2026 Q1	$3.91M	Buy	4,524 +80	+2%	+$71.4K	0.54%	49
2025 Q4	$3.65M	Buy	4,444 +449	+11%	+$366K	0.48%	54
2025 Q3	$3.09M	Buy	3,995 +817	+26%	+$575K	0.43%	62
2025 Q2	$2.33M	Sell	3,178 -896	-22%	-$632K	0.33%	76
2025 Q1	$2.74M	Buy	4,074 +295	+8%	+$182K	0.37%	71
2024 Q4	$2.15M	Hold	3,779	–	–	0.29%	82
2024 Q3	$1.87M	Sell	3,779 -45	-1%	-$25.1K	0.25%	92
2024 Q2	$2.23M	Buy	3,824 +425	+13%	+$237K	0.32%	79
2024 Q1	$1.82M	Hold	3,399	–	–	0.27%	87
2023 Q4	$1.57M	Hold	3,399	–	–	0.25%	93
2023 Q3	$1.48M	Hold	3,399	–	–	0.25%	88
2023 Q2	$1.45M	Hold	3,399	–	–	0.23%	93
2023 Q1	$1.21M	Hold	3,399	–	–	0.2%	101
2022 Q4	$1.28M	Hold	3,399	–	–	0.22%	98
2022 Q3	$1.16M	Hold	3,399	–	–	0.22%	99
2022 Q2	$1.11M	Hold	3,399	–	–	0.2%	106
2022 Q1	$1.04M	Hold	3,399	–	–	0.16%	111
2021 Q4	$845K	Hold	3,399	–	–	0.12%	120
2021 Q3	$678K	Hold	3,399	–	–	0.11%	122
2021 Q2	$650K	Hold	3,399	–	–	0.11%	122
2021 Q1	$663K	Sell	3,399 -5	-0.1%	-$913	0.11%	119
2020 Q4	$592K	Buy	3,404 +5	+0.1%	+$833	0.11%	119
2020 Q3	$506K	Hold	3,399	–	–	0.1%	120
2020 Q2	$521K	Hold	3,399	–	–	0.11%	119
2020 Q1	$460K	Hold	3,399	–	–	0.11%	116
2019 Q4	$470K	Hold	3,399	–	–	0.09%	128
2019 Q3	$465K	Hold	3,399	–	–	0.09%	134
2019 Q2	$457K	Hold	3,399	–	–	0.1%	116
2019 Q1	$398K	Hold	3,399	–	–	0.09%	121
2018 Q4	$375K	Hold	3,399	–	–	0.09%	123
2018 Q3	$451K	Sell	3,399 -50	-1%	-$6.52K	0.1%	122
2018 Q2	$460K	Hold	3,449	–	–	0.11%	119
2018 Q1	$486K	Hold	3,449	–	–	0.11%	119
2017 Q4	$538K	Sell	3,449 -80	-2%	-$11.9K	0.12%	112
2017 Q3	$542K	Hold	3,529	–	–	0.13%	109
2017 Q2	$581K	Hold	3,529	–	–	0.14%	109
2017 Q1	$523K	Hold	3,529	–	–	0.13%	111
2016 Q4	$496K	Hold	3,529	–	–	0.12%	116
2016 Q3	$588K	Hold	3,529	–	–	0.14%	104
2016 Q2	$659K	Hold	3,529	–	–	0.24%	65
2016 Q1	$555K	Sell	3,529 -400	-10%	-$64.6K	0.22%	70
2015 Q4	$775K	Buy	3,929 +50	+1%	+$9.44K	0.3%	69
2015 Q3	$718K	Buy	3,879 +400	+11%	+$84.8K	0.29%	70
2015 Q2	$782K	Hold	3,479	–	–	0.27%	72
2015 Q1	$787K	Sell	3,479 -12	-0.3%	-$2.66K	0.25%	73
2014 Q4	$725K	Hold	3,491	–	–	0.23%	72
2014 Q3	$680K	Buy	3,491 +2,250	+181%	+$433K	0.21%	79
2014 Q2	$231K	Sell	1,241 -200	-14%	-$35.6K	0.07%	135
2014 Q1	$254K	Hold	1,441	–	–	0.06%	135
2013 Q4	$233K	Buy	+1,441	New	+$221K	0.06%	138

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mechanics Bank - Trust Department's MCK Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its McKesson (MCK) stake by 11% in Q2 2026, buying an estimated $411K and bringing the position to 5,043 shares worth $3.81M. The position accounts for 0.47% of the portfolio, ranked #59.

Mechanics Bank - Trust Department first reported a position in MCK in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.91M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Mechanics Bank - Trust Department held 5,043 shares of McKesson worth $3.81M as of Q2 2026.
Mechanics Bank - Trust Department bought 519 McKesson shares in Q2 2026, an estimated $411K.
McKesson made up 0.47% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #59 holding.
Mechanics Bank - Trust Department first reported a position in McKesson in Q4 2013 and has held it in 51 quarters since.
Mechanics Bank - Trust Department's McKesson position peaked at $3.91M in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.