Paragon Private Wealth Management’s McKesson MCK Stock Holding History

Paragon Private Wealth Management’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	$442K	Sell	585 -23	-4%	-$18.2K	0.12%	159
2026 Q1	$526K	Sell	608 -31	-5%	-$27.7K	0.16%	139
2025 Q4	$524K	Buy	639 +21	+3%	+$17.1K	0.16%	137
2025 Q3	$478K	Buy	618 +46	+8%	+$32.4K	0.16%	143
2025 Q2	$419K	Sell	572 -54	-9%	-$38.1K	0.17%	140
2025 Q1	$421K	Sell	626 -91	-13%	-$56.3K	0.2%	131
2024 Q4	$409K	Buy	717 +46	+7%	+$25.8K	0.19%	116
2024 Q3	$332K	Buy	671 +261	+64%	+$145K	0.16%	125
2024 Q2	$239K	Buy	+410	New	+$228K	0.14%	139

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Paragon Private Wealth Management's MCK Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its McKesson (MCK) stake by 3.8% in Q2 2026, selling an estimated $18.2K and leaving 585 shares worth $442K. The position accounts for 0.12% of the portfolio, ranked #159.

Paragon Private Wealth Management first reported a position in MCK in Q2 2024 and has held it in 9 quarters since. The position peaked at $526K in Q1 2026. 837 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Paragon Private Wealth Management held 585 shares of McKesson worth $442K as of Q2 2026.
Paragon Private Wealth Management sold 23 McKesson shares in Q2 2026, an estimated $18.2K.
McKesson made up 0.12% of Paragon Private Wealth Management's portfolio in Q2 2026, its #159 holding.
Paragon Private Wealth Management first reported a position in McKesson in Q2 2024 and has held it in 9 quarters since.
Paragon Private Wealth Management's McKesson position peaked at $526K in Q1 2026.
837 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.