RI
MCK icon

Ridgewood Investments’s McKesson MCK Stock Holding History

Ridgewood Investments’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
-11
Closed -$8.06K – 480
2025
Q2 		$8.06K Hold
11
– – ﹤0.01% 543
2025
Q1 		$7.4K Hold
11
– – ﹤0.01% 515
2024
Q4 		$6.27K Hold
11
– – ﹤0.01% 550
2024
Q3 		$5.44K Sell
11
-1
-8% -$557 ﹤0.01% 580
2024
Q2 		$6.72K Buy
+12
New +$6.68K ﹤0.01% 559
2023
Q3 		– Sell
-12
Closed -$4.91K – 520
2023
Q2 		$4.91K Sell
12
-45
-79% -$17.3K ﹤0.01% 597
2023
Q1 		$20.2K Buy
+57
New +$20.6K 0.01% 458
2022
Q1 		– Sell
-2,417
Closed -$601K – 209
2021
Q4 		$601K Sell
2,417
-9
-0.4% -$1.98K 0.38% 92
2021
Q3 		$484K Sell
2,426
-135
-5% -$27K 0.33% 104
2021
Q2 		$490K Sell
2,561
-795
-24% -$154K 0.31% 112
2021
Q1 		$655K Buy
3,356
+323
+11% +$59K 0.4% 87
2020
Q4 		$452K Hold
3,033
– – 0.36% 98
2020
Q3 		$452K Sell
3,033
-166
-5% -$25.2K 0.35% 99
2020
Q2 		$491K Sell
3,199
-428
-12% -$61.8K 0.41% 91
2020
Q1 		$491K Sell
3,627
-35
-1% -$5.13K 0.5% 62
2019
Q4 		$507K Buy
3,662
+112
+3% +$15.8K 0.36% 85
2019
Q3 		$485K Sell
3,550
-127
-3% -$18K 0.38% 84
2019
Q2 		$494K Buy
3,677
+1,093
+42% +$136K 0.39% 82
2019
Q1 		$302K Buy
2,584
+702
+37% +$86.6K 0.25% 128
2018
Q4 		$250K Hold
1,882
– – 0.2% 141
2018
Q3 		$250K Buy
+1,882
New +$245K 0.2% 142

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

Ridgewood Investments's MCK Position: Q3 2025 in Review

Ridgewood Investments sold out of McKesson (MCK) in Q3 2025, closing a stake of 11 shares — an estimated $8.06K sold.

Ridgewood Investments first reported a position in MCK in Q3 2018 and held it in 21 quarters. The position peaked at $655K in Q1 2021. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Ridgewood Investments reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 11 McKesson shares in Q3 2025, an estimated $8.06K.
  • Ridgewood Investments first reported a position in McKesson in Q3 2018 and held it in 21 quarters.
  • Ridgewood Investments's McKesson position peaked at $655K in Q1 2021.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.