Davidson Trust Company’s McKesson MCK Stock Holding History

Davidson Trust Company’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
2025 Q4	–	Sell	-874	Closed	-$675K	–	180
2025 Q3	$675K	Hold	874	–	–	0.28%	86
2025 Q2	$640K	Hold	874	–	–	0.3%	82
2025 Q1	$588K	Sell	874 -200	-19%	-$124K	0.28%	88
2024 Q4	$612K	Hold	1,074	–	–	0.32%	78
2024 Q3	$531K	Hold	1,074	–	–	0.27%	86
2024 Q2	$627K	Hold	1,074	–	–	0.43%	64
2024 Q1	$577K	Sell	1,074 -25	-2%	-$12.7K	0.34%	81
2023 Q4	$509K	Hold	1,099	–	–	0.33%	81
2023 Q3	$478K	Hold	1,099	–	–	0.35%	70
2023 Q2	$470K	Hold	1,099	–	–	0.34%	75
2023 Q1	$391K	Buy	+1,099	New	+$397K	0.3%	79

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Davidson Trust Company's MCK Position: Q4 2025 in Review

Davidson Trust Company sold out of McKesson (MCK) in Q4 2025, closing a stake of 874 shares — an estimated $675K sold.

Davidson Trust Company first reported a position in MCK in Q1 2023 and held it in 11 quarters. The position peaked at $675K in Q3 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

Davidson Trust Company reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
Davidson Trust Company sold 874 McKesson shares in Q4 2025, an estimated $675K.
Davidson Trust Company first reported a position in McKesson in Q1 2023 and held it in 11 quarters.
Davidson Trust Company's McKesson position peaked at $675K in Q3 2025.
1,997 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Davidson Trust Company's 13F filing for Q4 2025, filed 27 Jan 2026.