MMPW
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Mitchell McLeod Pugh & Williams’s McKesson MCK Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$1.08M Hold
1,252
– – 0.16% 120
2025
Q4 		$1.19M Sell
1,252
-8
-0.6% -$6.53K 0.17% 115
2025
Q3 		$1.01M Buy
1,260
+201
+19% +$142K 0.16% 115
2025
Q2 		$776K Hold
1,059
– – 0.14% 137
2025
Q1 		$713K Buy
1,059
+100
+10% +$61.8K 0.15% 142
2024
Q4 		$547K Sell
959
-121
-11% -$67.8K 0.11% 161
2024
Q3 		$534K Buy
1,080
+3
+0.3% +$1.67K 0.11% 167
2024
Q2 		$629K Buy
1,077
+450
+72% +$251K 0.14% 141
2024
Q1 		$337K Sell
627
-25
-4% -$12.7K 0.08% 202
2023
Q4 		$302K Buy
652
+30
+5% +$13.6K 0.08% 203
2023
Q3 		$270K Buy
+622
New +$262K 0.08% 205

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