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Ritholtz Wealth Management’s McKesson MCK Stock Holding History

Ritholtz Wealth Management’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 		$10.6M Buy
14,031
+227
+2% +$180K 0.16% 75
2026
Q1 		$11.9M Sell
13,804
-14
-0.1% -$12.5K 0.21% 52
2025
Q4 		$11.3M Buy
13,818
+413
+3% +$337K 0.21% 53
2025
Q3 		$10.4M Sell
13,405
-68
-0.5% -$47.9K 0.2% 57
2025
Q2 		$9.87M Buy
13,473
+273
+2% +$193K 0.22% 50
2025
Q1 		$8.88M Buy
13,200
+164
+1% +$101K 0.27% 51
2024
Q4 		$7.43M Buy
13,036
+302
+2% +$169K 0.22% 56
2024
Q3 		$6.3M Sell
12,734
-1,484
-10% -$826K 0.19% 65
2024
Q2 		$8.3M Sell
14,218
-140
-1% -$77.9K 0.27% 42
2024
Q1 		$7.71M Sell
14,358
-35
-0.2% -$17.8K 0.27% 46
2023
Q4 		$6.66M Sell
14,393
-85
-0.6% -$38.7K 0.26% 47
2023
Q3 		$6.3M Buy
14,478
+78
+0.5% +$32.9K 0.28% 47
2023
Q2 		$6.15M Buy
14,400
+2,205
+18% +$848K 0.28% 48
2023
Q1 		$4.34M Sell
12,195
-5,044
-29% -$1.82M 0.22% 63
2022
Q4 		$6.47M Buy
17,239
+522
+3% +$195K 0.36% 40
2022
Q3 		$5.68M Buy
16,717
+14,442
+635% +$5.01M 0.3% 36
2022
Q2 		$742K Buy
2,275
+987
+77% +$316K 0.05% 237
2022
Q1 		$394K Buy
+1,288
New +$350K 0.03% 353

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ritholtz Wealth Management's MCK Position: Q2 2026 in Review

Ritholtz Wealth Management increased its McKesson (MCK) stake by 1.6% in Q2 2026, buying an estimated $180K and bringing the position to 14,031 shares worth $10.6M. The position accounts for 0.16% of the portfolio, ranked #75.

Ritholtz Wealth Management first reported a position in MCK in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.9M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Ritholtz Wealth Management held 14,031 shares of McKesson worth $10.6M as of Q2 2026.
  • Ritholtz Wealth Management bought 227 McKesson shares in Q2 2026, an estimated $180K.
  • McKesson made up 0.16% of Ritholtz Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Ritholtz Wealth Management first reported a position in McKesson in Q1 2022 and has held it in 18 quarters since.
  • Ritholtz Wealth Management's McKesson position peaked at $11.9M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.