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Ruedi Wealth Management’s McKesson MCK Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-4
Closed -$2.69K – 216
2025
Q1 		$2.69K Hold
4
– – ﹤0.01% 251
2024
Q4 		$2.28K Hold
4
– – ﹤0.01% 257
2024
Q3 		$1.98K Sell
4
-3
-43% -$1.67K ﹤0.01% 271
2024
Q2 		$4.09K Buy
+7
New +$3.9K ﹤0.01% 270

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ruedi Wealth Management's MCK Position: Q2 2025 in Review

Ruedi Wealth Management sold out of McKesson (MCK) in Q2 2025, closing a stake of 4 shares — an estimated $2.69K sold.

Ruedi Wealth Management first reported a position in MCK in Q2 2024 and held it in 4 quarters. The position peaked at $4.09K in Q2 2024. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Ruedi Wealth Management reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 4 McKesson shares in Q2 2025, an estimated $2.69K.
  • Ruedi Wealth Management first reported a position in McKesson in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's McKesson position peaked at $4.09K in Q2 2024.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.