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Richardson Financial Services’s McKesson MCK Stock Holding History

Richardson Financial Services’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
-74
Closed -$64K – 629
2026
Q1 		$64K Sell
74
-42
-36% -$37.5K 0.04% 268
2025
Q4 		$95.2K Sell
116
-14
-11% -$11.4K 0.03% 234
2025
Q3 		$100K Buy
130
+49
+60% +$34.5K 0.06% 211
2025
Q2 		$58.9K Buy
81
+1
+1% +$706 0.04% 240
2025
Q1 		$53.8K Sell
80
-2
-2% -$1.24K 0.04% 238
2024
Q4 		$46.8K Buy
82
+16
+24% +$8.96K 0.03% 262
2024
Q3 		$38.5K Hold
66
– – 0.02% 283
2024
Q2 		$38.5K Hold
66
– – 0.03% 266
2024
Q1 		$35.4K Sell
66
-1
-1% -$508 0.03% 275
2023
Q4 		$31K Buy
+67
New +$30.5K 0.03% 246

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Richardson Financial Services's MCK Position: Q2 2026 in Review

Richardson Financial Services sold out of McKesson (MCK) in Q2 2026, closing a stake of 74 shares — an estimated $64K sold.

Richardson Financial Services first reported a position in MCK in Q4 2023 and held it in 10 quarters. The position peaked at $100K in Q3 2025. 1,516 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Richardson Financial Services reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Richardson Financial Services sold 74 McKesson shares in Q2 2026, an estimated $64K.
  • Richardson Financial Services first reported a position in McKesson in Q4 2023 and held it in 10 quarters.
  • Richardson Financial Services's McKesson position peaked at $100K in Q3 2025.
  • 1,516 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.