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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
Q2 		$946K Hold
1,252
– – 0.12% 148
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's MCK Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its McKesson (MCK) position steady in Q2 2026 at 1,252 shares worth $946K. The position accounts for 0.12% of the portfolio, ranked #148.

Mitchell McLeod Pugh & Williams first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q4 2025. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 1,252 shares of McKesson worth $946K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.12% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #148 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
  • Mitchell McLeod Pugh & Williams's McKesson position peaked at $1.19M in Q4 2025.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.