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Newbridge Financial Services Group’s McKesson MCK Stock Holding History

Newbridge Financial Services Group’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 		$314K Sell
416
-6
-1% -$4.76K 0.04% 198
2026
Q1 		$366K Sell
422
-73
-15% -$65.2K 0.06% 167
2025
Q4 		$406K Sell
495
-49
-9% -$40K 0.06% 161
2025
Q3 		$420K Sell
544
-907
-63% -$639K 0.06% 203
2025
Q2 		$1.06M Buy
1,451
+771
+113% +$544K 0.17% 102
2025
Q1 		$458K Buy
680
+7
+1% +$4.33K 0.11% 121
2024
Q4 		$383K Buy
673
+53
+9% +$29.7K 0.1% 139
2024
Q3 		$307K Sell
620
-838
-57% -$467K 0.11% 120
2024
Q2 		$851K Buy
1,458
+1,393
+2,143% +$775K 0.32% 60
2024
Q1 		$34.9K Buy
65
+50
+333% +$25.4K 0.02% 482
2023
Q4 		$6.96K Buy
15
+2
+15% +$909 ﹤0.01% 804
2023
Q3 		$5.67K Buy
13
+7
+117% +$2.95K ﹤0.01% 928
2023
Q2 		$2.58K Hold
6
– – ﹤0.01% 1105
2023
Q1 		$2.15K Hold
6
– – ﹤0.01% 1187
2022
Q4 		$2.26K Hold
6
– – ﹤0.01% 1197
2022
Q3 		$2K Sell
6
-20
-77% -$6.94K ﹤0.01% 1211
2022
Q2 		$8K Hold
26
– – 0.01% 919
2022
Q1 		$8K Sell
26
-5
-16% -$1.36K ﹤0.01% 992
2021
Q4 		$8K Buy
31
+8
+35% +$1.76K ﹤0.01% 967
2021
Q3 		$5K Sell
23
-55
-71% -$11K ﹤0.01% 1014
2021
Q2 		$15K Hold
78
– – 0.01% 857
2021
Q1 		$15K Hold
78
– – 0.01% 768
2020
Q4 		$14K Buy
78
+55
+239% +$9.16K 0.01% 633
2020
Q3 		$3K Buy
+23
New +$3.49K ﹤0.01% 881

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

Newbridge Financial Services Group's MCK Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its McKesson (MCK) stake by 1.4% in Q2 2026, selling an estimated $4.76K and leaving 416 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #198.

Newbridge Financial Services Group first reported a position in MCK in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.06M in Q2 2025. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Newbridge Financial Services Group held 416 shares of McKesson worth $314K as of Q2 2026.
  • Newbridge Financial Services Group sold 6 McKesson shares in Q2 2026, an estimated $4.76K.
  • McKesson made up 0.04% of Newbridge Financial Services Group's portfolio in Q2 2026, its #198 holding.
  • Newbridge Financial Services Group first reported a position in McKesson in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's McKesson position peaked at $1.06M in Q2 2025.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.