River Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.21M | Buy |
1,398
+15
| +1% | +$13.4K | 0.14% | 101 |
|
|
2025
Q4 | $1.13M | Buy |
1,383
+13
| +0.9% | +$10.6K | 0.13% | 103 |
|
|
2025
Q3 | $1.06M | Sell |
1,370
-11
| -0.8% | -$7.75K | 0.12% | 108 |
|
|
2025
Q2 | $1.01M | Sell |
1,381
-10
| -0.7% | -$7.06K | 0.13% | 113 |
|
|
2025
Q1 | $936K | Sell |
1,391
-72
| -5% | -$44.5K | 0.13% | 109 |
|
|
2024
Q4 | $834K | Sell |
1,463
-6
| -0.4% | -$3.36K | 0.11% | 121 |
|
|
2024
Q3 | $726K | Sell |
1,469
-18
| -1% | -$10K | 0.1% | 128 |
|
|
2024
Q2 | $868K | Buy |
1,487
+56
| +4% | +$31.2K | 0.12% | 112 |
|
|
2024
Q1 | $768K | Sell |
1,431
-72
| -5% | -$36.6K | 0.11% | 121 |
|
|
2023
Q4 | $696K | Sell |
1,503
-71
| -5% | -$32.3K | 0.11% | 126 |
|
|
2023
Q3 | $684K | Sell |
1,574
-5
| -0.3% | -$2.11K | 0.12% | 128 |
|
|
2023
Q2 | $675K | Buy |
1,579
+28
| +2% | +$10.8K | 0.11% | 136 |
|
|
2023
Q1 | $552K | Sell |
1,551
-46
| -3% | -$16.6K | 0.1% | 140 |
|
|
2022
Q4 | $599K | Sell |
1,597
-7
| -0.4% | -$2.61K | 0.12% | 136 |
|
|
2022
Q3 | $545K | Sell |
1,604
-22
| -1% | -$7.64K | 0.12% | 134 |
|
|
2022
Q2 | $530K | Sell |
1,626
-53
| -3% | -$17K | 0.1% | 143 |
|
|
2022
Q1 | $514K | Sell |
1,679
-10
| -0.6% | -$2.72K | 0.08% | 151 |
|
|
2021
Q4 | $420K | Buy |
1,689
+120
| +8% | +$26.3K | 0.07% | 162 |
|
|
2021
Q3 | $313K | Sell |
1,569
-103
| -6% | -$20.6K | 0.05% | 182 |
|
|
2021
Q2 | $320K | Buy |
1,672
+65
| +4% | +$12.6K | 0.06% | 180 |
|
|
2021
Q1 | $313K | Buy |
1,607
+116
| +8% | +$21.2K | 0.06% | 179 |
|
|
2020
Q4 | $259K | Buy |
+1,491
| New | +$248K | 0.06% | 185 |
|
|
2019
Q1 | – | Sell |
-370
| Closed | -$41K | – | 352 |
|
|
2018
Q4 | $41K | Sell |
370
-40
| -10% | -$4.99K | 0.02% | 264 |
|
|
2018
Q3 | $54K | Sell |
410
-375
| -48% | -$48.9K | 0.02% | 272 |
|
|
2018
Q2 | $105K | Buy |
+785
| New | +$115K | 0.04% | 194 |
|
|
2017
Q1 | – | Sell |
-1,620
| Closed | -$228K | – | 156 |
|
|
2016
Q4 | $228K | Buy |
+1,620
| New | +$238K | 0.12% | 145 |
|
|
2016
Q3 | – | Sell |
-1,095
| Closed | -$204K | – | 151 |
|
|
2016
Q2 | $204K | Buy |
+1,095
| New | +$192K | 0.12% | 146 |
|
|
2016
Q1 | – | Sell |
-1,095
| Closed | -$216K | – | 148 |
|
|
2015
Q4 | $216K | Buy |
+1,095
| New | +$207K | 0.14% | 138 |
|
Other funds holding MCK
VCM
VPM
River Wealth Advisors's MCK Position: Q1 2026 in Review
River Wealth Advisors increased its McKesson (MCK) stake by 1.1% in Q1 2026, buying an estimated $13.4K and bringing the position to 1,398 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #101.
River Wealth Advisors first reported a position in MCK in Q4 2015 and has held it in 28 quarters since. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- River Wealth Advisors held 1,398 shares of McKesson worth $1.21M as of Q1 2026.
- River Wealth Advisors bought 15 McKesson shares in Q1 2026, an estimated $13.4K.
- McKesson made up 0.14% of River Wealth Advisors's portfolio in Q1 2026, its #101 holding.
- River Wealth Advisors first reported a position in McKesson in Q4 2015 and has held it in 28 quarters since.
- 2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.