Patten Group’s McKesson MCK Stock Holding History

Patten Group’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	–	Sell	-232	Closed	-$201K	–	335
2026 Q1	$201K	Buy	+232	New	+$207K	0.03%	296
2019 Q1	–	Sell	-35	Closed	-$4K	–	401
2018 Q4	$4K	Sell	35 -125	-78%	-$15.6K	﹤0.01%	493
2018 Q3	$21K	Sell	160 -50	-24%	-$6.52K	0.01%	423
2018 Q2	$28K	Hold	210	–	–	0.01%	377
2018 Q1	$30K	Hold	210	–	–	0.01%	365
2017 Q4	$33K	Hold	210	–	–	0.01%	379
2017 Q3	$32K	Hold	210	–	–	0.01%	376
2017 Q2	$32K	Sell	210 -50	-19%	-$7.58K	0.01%	375
2017 Q1	$37K	Sell	260 -35	-12%	-$5.13K	0.02%	338
2016 Q4	$40K	Sell	295 -35	-11%	-$5.15K	0.02%	324
2016 Q3	$53.5K	Buy	330 +100	+43%	+$18.6K	0.03%	310
2016 Q2	$42.9K	Buy	230 +50	+28%	+$8.77K	0.02%	318
2016 Q1	$28.3K	Hold	180	–	–	0.01%	373
2015 Q4	$35.5K	Sell	180 -20	-10%	-$3.78K	0.02%	349
2015 Q3	$37K	Hold	200	–	–	0.02%	305
2015 Q2	$45K	Buy	+200	New	+$46.2K	0.02%	307

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Patten Group's MCK Position: Q2 2026 in Review

Patten Group sold out of McKesson (MCK) in Q2 2026, closing a stake of 232 shares — an estimated $201K sold.

Patten Group first reported a position in MCK in Q2 2015 and held it in 16 quarters. The position peaked at $201K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Patten Group reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Patten Group sold 232 McKesson shares in Q2 2026, an estimated $201K.
Patten Group first reported a position in McKesson in Q2 2015 and held it in 16 quarters.
Patten Group's McKesson position peaked at $201K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.