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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
Q2 		$971K Buy
1,082
+256
+31% +$203K 0.72% 45
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

RD Lewis Holdings's MCK Position: Q2 2026 in Review

RD Lewis Holdings increased its McKesson (MCK) stake by 31% in Q2 2026, buying an estimated $203K and bringing the position to 1,082 shares worth $971K. The position accounts for 0.72% of the portfolio, ranked #45.

RD Lewis Holdings first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • RD Lewis Holdings held 1,082 shares of McKesson worth $971K as of Q2 2026.
  • RD Lewis Holdings bought 256 McKesson shares in Q2 2026, an estimated $203K.
  • McKesson made up 0.72% of RD Lewis Holdings's portfolio in Q2 2026, its #45 holding.
  • RD Lewis Holdings first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.