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Ritter Daniher Financial Advisory’s McKesson MCK Stock Holding History

Ritter Daniher Financial Advisory’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 		$214K Sell
283
-13
-4% -$10.3K 0.03% 161
2026
Q1 		$256K Sell
296
-132
-31% -$118K 0.04% 145
2025
Q4 		$351K Sell
428
-108
-20% -$88.1K 0.06% 121
2025
Q3 		$414K Buy
536
+406
+312% +$286K 0.07% 112
2025
Q2 		$95.3K Hold
130
– – 0.02% 127
2025
Q1 		$87.5K Sell
130
-15
-10% -$9.27K 0.02% 118
2024
Q4 		$82.6K Sell
145
-14
-9% -$7.84K 0.02% 129
2024
Q3 		$78.6K Hold
159
– – 0.02% 123
2024
Q2 		$92.9K Hold
159
– – 0.03% 113
2024
Q1 		$85.4K Hold
159
– – 0.03% 118
2023
Q4 		$73.6K Sell
159
-15
-9% -$6.82K 0.03% 124
2023
Q3 		$75.7K Hold
174
– – 0.03% 120
2023
Q2 		$74.4K Hold
174
– – 0.03% 115
2023
Q1 		$62K Hold
174
– – 0.03% 124
2022
Q4 		$65.3K Buy
+174
New +$64.9K 0.03% 130

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

Ritter Daniher Financial Advisory's MCK Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its McKesson (MCK) stake by 4.4% in Q2 2026, selling an estimated $10.3K and leaving 283 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #161.

Ritter Daniher Financial Advisory first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $414K in Q3 2025. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Ritter Daniher Financial Advisory held 283 shares of McKesson worth $214K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 13 McKesson shares in Q2 2026, an estimated $10.3K.
  • McKesson made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #161 holding.
  • Ritter Daniher Financial Advisory first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Ritter Daniher Financial Advisory's McKesson position peaked at $414K in Q3 2025.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.