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Petrus Trust Company’s McKesson MCK Stock Holding History

Petrus 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
Q3 		– Sell
-327
Closed -$240K – 382
2025
Q2 		$240K Buy
+327
New +$231K 0.02% 409
2025
Q1 		– Sell
-1,519
Closed -$866K – 709
2024
Q4 		$866K Buy
+1,519
New +$851K 0.08% 53
2023
Q1 		– Sell
-1,222
Closed -$458K – 640
2022
Q4 		$458K Buy
1,222
+521
+74% +$194K 0.06% 117
2022
Q3 		$238K Buy
+701
New +$243K 0.03% 140
2019
Q4 		– Sell
-2,348
Closed -$321K – 330
2019
Q3 		$321K Buy
+2,348
New +$333K 0.06% 83
2019
Q2 		– Sell
-1,707
Closed -$200K – 322
2019
Q1 		$200K Sell
1,707
-337
-16% -$41.6K 0.04% 236
2018
Q4 		$226K Buy
2,044
+456
+29% +$56.9K 0.05% 155
2018
Q3 		$211K Buy
+1,588
New +$207K 0.05% 195
2018
Q2 		– Sell
-1,764
Closed -$248K – 295
2018
Q1 		$248K Buy
1,764
+9
+0.5% +$1.4K 0.06% 109
2017
Q4 		$274K Buy
1,755
+232
+15% +$34.4K 0.07% 110
2017
Q3 		$234K Sell
1,523
-518
-25% -$80.9K 0.06% 131
2017
Q2 		$336K Sell
2,041
-273
-12% -$41.4K 0.08% 96
2017
Q1 		$343K Buy
2,314
+392
+20% +$57.4K 0.08% 87
2016
Q4 		$270K Buy
+1,922
New +$283K 0.07% 111
2016
Q1 		– Sell
-1,130
Closed -$223K – 202
2015
Q4 		$223K Buy
+1,130
New +$213K 0.05% 107

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Petrus Trust Company's MCK Position: Q3 2025 in Review

Petrus Trust Company sold out of McKesson (MCK) in Q3 2025, closing a stake of 327 shares — an estimated $240K sold.

Petrus Trust Company first reported a position in MCK in Q4 2015 and held it in 15 quarters. The position peaked at $866K in Q4 2024. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Petrus Trust Company reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 327 McKesson shares in Q3 2025, an estimated $240K.
  • Petrus Trust Company first reported a position in McKesson in Q4 2015 and held it in 15 quarters.
  • Petrus Trust Company's McKesson position peaked at $866K in Q4 2024.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.