Ridgecrest Wealth Partners’s McKesson MCK Stock Holding History

Ridgecrest Wealth Partners’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	$774K	Hold	1,024	–	–	0.37%	49
2026 Q1	$886K	Buy	1,024 +380	+59%	+$339K	0.49%	42
2025 Q4	$528K	Sell	644 -492	-43%	-$402K	0.29%	55
2025 Q3	$878K	Hold	1,136	–	–	0.4%	49
2025 Q2	$832K	Sell	1,136 -110	-9%	-$77.6K	0.44%	46
2025 Q1	$839K	Hold	1,246	–	–	0.44%	45
2024 Q4	$710K	Hold	1,246	–	–	0.39%	49
2024 Q3	$616K	Hold	1,246	–	–	0.32%	54
2024 Q2	$728K	Hold	1,246	–	–	0.44%	46
2024 Q1	$669K	Hold	1,246	–	–	0.4%	51
2023 Q4	$577K	Buy	1,246 +105	+9%	+$47.7K	0.38%	50
2023 Q3	$496K	Hold	1,141	–	–	0.35%	52
2023 Q2	$488K	Hold	1,141	–	–	0.32%	54
2023 Q1	$406K	Hold	1,141	–	–	0.29%	57
2022 Q4	$428K	Hold	1,141	–	–	0.33%	56
2022 Q3	$388K	Hold	1,141	–	–	0.32%	56
2022 Q2	$372K	Hold	1,141	–	–	0.27%	64
2022 Q1	$349K	Hold	1,141	–	–	0.22%	81
2021 Q4	$284K	Hold	1,141	–	–	0.14%	104
2021 Q3	$227K	Buy	+1,141	New	+$228K	0.12%	104
2021 Q2	–	Sell	-1,041	Closed	-$203K	–	111
2021 Q1	$203K	Buy	+1,041	New	+$190K	0.19%	86

Other funds holding MCK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Ridgecrest Wealth Partners's MCK Position: Q2 2026 in Review

Ridgecrest Wealth Partners held its McKesson (MCK) position steady in Q2 2026 at 1,024 shares worth $774K. The position accounts for 0.37% of the portfolio, ranked #49.

Ridgecrest Wealth Partners first reported a position in MCK in Q1 2021 and has held it in 21 quarters since. The position peaked at $886K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Ridgecrest Wealth Partners held 1,024 shares of McKesson worth $774K as of Q2 2026.
Ridgecrest Wealth Partners left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.37% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #49 holding.
Ridgecrest Wealth Partners first reported a position in McKesson in Q1 2021 and has held it in 21 quarters since.
Ridgecrest Wealth Partners's McKesson position peaked at $886K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.