RWPA
MCK icon

Richard W. Paul & Associates’s McKesson MCK Stock Holding History

Richard W. Paul & Associates’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 		$361K Sell
478
-42
-8% -$33.3K 0.11% 135
2026
Q1 		$450K Sell
520
-18
-3% -$16.1K 0.15% 118
2025
Q4 		$442K Sell
538
-29
-5% -$23.7K 0.15% 120
2025
Q3 		$438K Sell
567
-3
-0.5% -$2.11K 0.15% 129
2025
Q2 		$418K Sell
570
-195
-25% -$138K 0.15% 127
2025
Q1 		$515K Sell
765
-33
-4% -$20.4K 0.2% 111
2024
Q4 		$455K Sell
798
-77
-9% -$43.1K 0.17% 124
2024
Q3 		$433K Sell
875
-14
-2% -$7.8K 0.16% 128
2024
Q2 		$519K Buy
889
+10
+1% +$5.57K 0.2% 119
2024
Q1 		$472K Sell
879
-71
-7% -$36K 0.19% 120
2023
Q4 		$440K Sell
950
-26
-3% -$11.8K 0.18% 122
2023
Q3 		$424K Sell
976
-29
-3% -$12.2K 0.19% 115
2023
Q2 		$430K Hold
1,005
– – 0.19% 119
2023
Q1 		$358K Buy
1,005
+28
+3% +$10.1K 0.16% 137
2022
Q4 		$367K Buy
+977
New +$364K 0.18% 124

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

Richard W. Paul & Associates's MCK Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its McKesson (MCK) stake by 8.1% in Q2 2026, selling an estimated $33.3K and leaving 478 shares worth $361K. The position accounts for 0.11% of the portfolio, ranked #135.

Richard W. Paul & Associates first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $519K in Q2 2024. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Richard W. Paul & Associates held 478 shares of McKesson worth $361K as of Q2 2026.
  • Richard W. Paul & Associates sold 42 McKesson shares in Q2 2026, an estimated $33.3K.
  • McKesson made up 0.11% of Richard W. Paul & Associates's portfolio in Q2 2026, its #135 holding.
  • Richard W. Paul & Associates first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's McKesson position peaked at $519K in Q2 2024.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.