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
2024 Q1	–	Sell	-3,400	Closed	-$1.57M	–	954
2023 Q4	$1.57M	Buy	+3,400	New	+$1.55M	0.06%	318
2023 Q1	–	Sell	-4,700	Closed	-$1.76M	–	897
2022 Q4	$1.76M	Sell	4,700 -1,600	-25%	-$597K	0.08%	244
2022 Q3	$2.14M	Buy	+6,300	New	+$2.19M	0.1%	171
2020 Q1	–	Sell	-10,500	Closed	-$1.45M	–	1728
2019 Q4	$1.45M	Buy	+10,500	New	+$1.48M	0.02%	753
2019 Q3	–	Sell	-4,800	Closed	-$645K	–	2144
2019 Q2	$645K	Sell	4,800 -6,300	-57%	-$786K	0.01%	903
2019 Q1	$1.3M	Buy	11,100 +7,300	+192%	+$901K	0.03%	610
2018 Q4	$420K	Sell	3,800 -24,600	-87%	-$3.07M	0.01%	739
2018 Q3	$3.77M	Buy	28,400 +12,400	+78%	+$1.62M	0.07%	246
2018 Q2	$2.13M	Sell	16,000 -25,900	-62%	-$3.79M	0.04%	424
2018 Q1	$5.9M	Buy	41,900 +26,700	+176%	+$4.16M	0.09%	161
2017 Q4	$2.37M	Sell	15,200 -57,500	-79%	-$8.52M	0.03%	593
2017 Q3	$11.2M	Buy	+72,700	New	+$11.3M	0.15%	97
2017 Q2	–	Sell	-44,400	Closed	-$6.58M	–	2337
2017 Q1	$6.58M	Buy	+44,400	New	+$6.5M	0.08%	223

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.