NewSquare Capital’s McKesson MCK Stock Holding History

NewSquare Capital’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	-87	Closed	-$63.8K	–	793
2025 Q2	$63.8K	Buy	87 +36	+71%	+$25.4K	﹤0.01%	258
2025 Q1	$34.3K	Buy	51 +42	+467%	+$26K	﹤0.01%	276
2024 Q4	$5.13K	Buy	+9	New	+$5.04K	﹤0.01%	363
2020 Q3	–	Sell	-13	Closed	-$2K	–	369
2020 Q2	$2K	Buy	+13	New	+$1.88K	﹤0.01%	320
2019 Q1	–	Sell	-38	Closed	-$4.69K	–	345
2018 Q4	$4K	Hold	38	–	–	﹤0.01%	276
2018 Q3	$5K	Hold	38	–	–	﹤0.01%	270
2018 Q2	$5K	Hold	38	–	–	﹤0.01%	266
2018 Q1	$5K	Hold	38	–	–	﹤0.01%	272
2017 Q4	$6K	Buy	38 +10	+36%	+$1.48K	﹤0.01%	262
2017 Q3	$4K	Hold	28	–	–	﹤0.01%	274
2017 Q2	$5K	Hold	28	–	–	﹤0.01%	243
2017 Q1	$4K	Hold	28	–	–	﹤0.01%	261
2016 Q4	$4K	Buy	+28	New	+$4.12K	﹤0.01%	267
2016 Q2	–	Sell	-200	Closed	-$35.1K	–	386
2016 Q1	$31K	Hold	200	–	–	0.01%	187
2015 Q4	$39K	Buy	200 +15	+8%	+$2.83K	0.01%	160
2015 Q3	$34K	Hold	185	–	–	0.01%	164
2015 Q2	$42K	Buy	+185	New	+$42.8K	0.01%	167

Other funds holding MCK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

NewSquare Capital's MCK Position: Q3 2025 in Review

NewSquare Capital sold out of McKesson (MCK) in Q3 2025, closing a stake of 87 shares — an estimated $63.8K sold.

NewSquare Capital first reported a position in MCK in Q2 2015 and held it in 17 quarters. The position peaked at $63.8K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

NewSquare Capital reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 87 McKesson shares in Q3 2025, an estimated $63.8K.
NewSquare Capital first reported a position in McKesson in Q2 2015 and held it in 17 quarters.
NewSquare Capital's McKesson position peaked at $63.8K in Q2 2025.
1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.