RD Lewis Holdings’s McKesson MCK Stock Holding History

RD Lewis Holdings’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 Q1	$721K	Sell	826 -11	-1%	-$9.82K	0.62%	43
2025 Q4	$712K	Buy	837 +85	+11%	+$69.4K	0.61%	45
2025 Q3	$632K	Buy	752 +24	+3%	+$16.9K	0.59%	45
2025 Q2	$483K	Sell	728 -13	-2%	-$9.17K	0.49%	50
2025 Q1	$525K	Sell	741 -8	-1%	-$4.95K	0.59%	42
2024 Q4	$446K	Buy	+749	New	+$419K	0.49%	50

Other funds holding MCK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

RD Lewis Holdings's MCK Position: Q1 2026 in Review

RD Lewis Holdings reduced its McKesson (MCK) stake by 1.3% in Q1 2026, selling an estimated $9.82K and leaving 826 shares worth $721K. The position accounts for 0.62% of the portfolio, ranked #43.

RD Lewis Holdings first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

RD Lewis Holdings held 826 shares of McKesson worth $721K as of Q1 2026.
RD Lewis Holdings sold 11 McKesson shares in Q1 2026, an estimated $9.82K.
McKesson made up 0.62% of RD Lewis Holdings's portfolio in Q1 2026, its #43 holding.
RD Lewis Holdings first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.