Richwood Investment Advisors’s McKesson MCK Stock Holding History

Richwood Investment Advisors’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	$374K	Sell	495 -24	-5%	-$19K	0.26%	74
2026 Q1	$445K	Buy	519 +45	+9%	+$40.2K	0.34%	63
2025 Q4	$450K	Hold	474	–	–	0.32%	66
2025 Q3	$367K	Sell	474 -1	-0.2%	-$704	0.29%	74
2025 Q2	$348K	Hold	475	–	–	0.29%	76
2025 Q1	$320K	Hold	475	–	–	0.27%	82
2024 Q4	$271K	Sell	475 -11	-2%	-$6.16K	0.23%	86
2024 Q3	$240K	Sell	486 -104	-18%	-$57.9K	0.2%	95
2024 Q2	$344K	Buy	590 +1	+0.2%	+$557	0.3%	75
2024 Q1	$316K	Sell	589 -51	-8%	-$25.9K	0.28%	80
2023 Q4	$296K	Sell	640 -92	-13%	-$41.8K	0.28%	83
2023 Q3	$318K	Sell	732 -48	-6%	-$20.2K	0.32%	75
2023 Q2	$333K	Sell	780 -49	-6%	-$18.8K	0.33%	75
2023 Q1	$295K	Hold	829	–	–	0.29%	88
2022 Q4	$311K	Hold	829	–	–	0.31%	84
2022 Q3	$282K	Sell	829 -10	-1%	-$3.47K	0.31%	87
2022 Q2	$274K	Hold	839	–	–	0.28%	93
2022 Q1	$257K	Hold	839	–	–	0.23%	101
2021 Q4	$209K	Buy	+839	New	+$184K	0.18%	106

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Richwood Investment Advisors's MCK Position: Q2 2026 in Review

Richwood Investment Advisors reduced its McKesson (MCK) stake by 4.6% in Q2 2026, selling an estimated $19K and leaving 495 shares worth $374K. The position accounts for 0.26% of the portfolio, ranked #74.

Richwood Investment Advisors first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $450K in Q4 2025. 801 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Richwood Investment Advisors held 495 shares of McKesson worth $374K as of Q2 2026.
Richwood Investment Advisors sold 24 McKesson shares in Q2 2026, an estimated $19K.
McKesson made up 0.26% of Richwood Investment Advisors's portfolio in Q2 2026, its #74 holding.
Richwood Investment Advisors first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
Richwood Investment Advisors's McKesson position peaked at $450K in Q4 2025.
801 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.