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Gitterman Wealth Management’s McKesson MCK Stock Holding History

Gitterman Wealth Management’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
Q3 		– Sell
-203
Closed -$149K – 249
2025
Q2 		$149K Sell
203
-433
-68% -$306K 0.03% 198
2025
Q1 		$428K Buy
+636
New +$393K 0.11% 48

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gitterman Wealth Management's MCK Position: Q3 2025 in Review

Gitterman Wealth Management sold out of McKesson (MCK) in Q3 2025, closing a stake of 203 shares — an estimated $149K sold.

Gitterman Wealth Management first reported a position in MCK in Q1 2025 and held it in 2 quarters. The position peaked at $428K in Q1 2025. 1,831 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Gitterman Wealth Management reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 203 McKesson shares in Q3 2025, an estimated $149K.
  • Gitterman Wealth Management first reported a position in McKesson in Q1 2025 and held it in 2 quarters.
  • Gitterman Wealth Management's McKesson position peaked at $428K in Q1 2025.
  • 1,831 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.