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Rise Advisors’s McKesson MCK Stock Holding History

Rise Advisors’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
Q4 		– Sell
-80
Closed -$61.4K – 890
2025
Q3 		$61.4K Buy
80
+3
+4% +$2.11K 0.02% 220
2025
Q2 		$56.7K Buy
77
+1
+1% +$706 0.02% 217
2025
Q1 		$51.4K Buy
76
+2
+3% +$1.24K 0.02% 222
2024
Q4 		$42.3K Hold
74
– – 0.02% 269
2024
Q3 		$36.7K Hold
74
– – 0.02% 320
2024
Q2 		$43.3K Hold
74
– – 0.02% 255
2024
Q1 		$39.7K Buy
+74
New +$37.6K 0.02% 279

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rise Advisors's MCK Position: Q4 2025 in Review

Rise Advisors sold out of McKesson (MCK) in Q4 2025, closing a stake of 80 shares — an estimated $61.4K sold.

Rise Advisors first reported a position in MCK in Q1 2024 and held it in 7 quarters. The position peaked at $61.4K in Q3 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Rise Advisors reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 80 McKesson shares in Q4 2025, an estimated $61.4K.
  • Rise Advisors first reported a position in McKesson in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's McKesson position peaked at $61.4K in Q3 2025.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.