Paloma Partners’s McKesson MCK Stock Holding History

Paloma Partners’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
2025 Q2	–	Sell	-1,378	Closed	-$927K	–	138
2025 Q1	$927K	Buy	+1,378	New	+$852K	0.11%	82
2024 Q3	–	Sell	-2,356	Closed	-$1.38M	–	1468
2024 Q2	$1.38M	Sell	2,356 -2,561	-52%	-$1.43M	0.04%	428
2024 Q1	$2.64M	Buy	4,917 +4,313	+714%	+$2.19M	0.14%	193
2023 Q4	$280K	Buy	+604	New	+$275K	0.01%	589
2022 Q1	–	Sell	-33,050	Closed	-$8.21M	–	2061
2021 Q4	$8.21M	Buy	33,050 +30,336	+1,118%	+$6.66M	0.12%	125
2021 Q3	$541K	Buy	2,714 +515	+23%	+$103K	0.01%	518
2021 Q2	$420K	Sell	2,199 -7,296	-77%	-$1.41M	0.01%	1117
2021 Q1	$1.85M	Sell	9,495 -14,030	-60%	-$2.56M	0.04%	437
2020 Q4	$4.09M	Sell	23,525 -2,132	-8%	-$355K	0.11%	196
2020 Q3	$3.82M	Buy	25,657 +18,497	+258%	+$2.81M	0.1%	199
2020 Q2	$1.1M	Buy	7,160 +3,389	+90%	+$489K	0.02%	879
2020 Q1	$510K	Sell	3,771 -49,242	-93%	-$7.21M	0.03%	489
2019 Q4	$7.33M	Sell	53,013 -21,573	-29%	-$3.05M	0.11%	148
2019 Q3	$10.2M	Buy	74,586 +69,070	+1,252%	+$9.8M	0.21%	63
2019 Q2	$741K	Sell	5,516 -17,644	-76%	-$2.2M	0.01%	840
2019 Q1	$2.71M	Sell	23,160 -5,131	-18%	-$633K	0.07%	338
2018 Q4	$3.13M	Sell	28,291 -11,253	-28%	-$1.4M	0.1%	166
2018 Q3	$5.25M	Buy	39,544 +17,652	+81%	+$2.3M	0.1%	179
2018 Q2	$2.92M	Sell	21,892 -1,654	-7%	-$242K	0.05%	317
2018 Q1	$3.32M	Buy	23,546 +18,753	+391%	+$2.92M	0.05%	325
2017 Q4	$747K	Sell	4,793 -5,947	-55%	-$881K	0.01%	1176
2017 Q3	$1.65M	Sell	10,740 -7,049	-40%	-$1.1M	0.02%	867
2017 Q2	$2.93M	Sell	17,789 -6,420	-27%	-$973K	0.03%	532
2017 Q1	$3.59M	Sell	24,209 -21,138	-47%	-$3.1M	0.04%	456
2016 Q4	$6.37M	Buy	45,347 +34,960	+337%	+$5.14M	0.06%	199
2016 Q3	$1.73M	Sell	10,387 -1,875	-15%	-$349K	0.02%	613
2016 Q2	$2.29M	Buy	12,262 +2,238	+22%	+$393K	0.03%	647
2016 Q1	$1.58M	Buy	10,024 +3,295	+49%	+$532K	0.03%	600
2015 Q4	$1.33M	Sell	6,729 -3,275	-33%	-$618K	0.04%	535
2015 Q3	$1.85M	Sell	10,004 -6,353	-39%	-$1.35M	0.04%	361
2015 Q2	$3.68M	Buy	16,357 +13,535	+480%	+$3.13M	0.07%	256
2015 Q1	$638K	Buy	+2,822	New	+$626K	0.02%	682
2014 Q4	–	Sell	-3,238	Closed	-$630K	–	1280
2014 Q3	$630K	Buy	3,238 +560	+21%	+$108K	0.03%	458
2014 Q2	$499K	Buy	2,678 +1,178	+79%	+$210K	0.02%	585
2014 Q1	$265K	Sell	1,500 -5,184	-78%	-$906K	0.02%	529
2013 Q4	$1.08M	Buy	+6,684	New	+$1.03M	0.05%	366
2013 Q3	–	Sell	-13,005	Closed	-$1.49M	–	1084
2013 Q2	$1.49M	Buy	+13,005	New	+$1.45M	0.08%	199

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paloma Partners's MCK Position: Q2 2025 in Review

Paloma Partners sold out of McKesson (MCK) in Q2 2025, closing a stake of 1,378 shares — an estimated $927K sold.

Paloma Partners first reported a position in MCK in Q2 2013 and held it in 37 quarters. The position peaked at $10.2M in Q3 2019. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

Paloma Partners reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
Paloma Partners sold 1,378 McKesson shares in Q2 2025, an estimated $927K.
Paloma Partners first reported a position in McKesson in Q2 2013 and held it in 37 quarters.
Paloma Partners's McKesson position peaked at $10.2M in Q3 2019.
1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Paloma Partners's 13F filing for Q2 2025, filed 14 Aug 2025.