Shira Ridge Wealth Management’s McKesson MCK Stock Holding History

Shira Ridge 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 Q3	$216K	Buy	+253	New	+$218K	0.08%	77
2026 Q2	–	Sell	-287	Closed	-$248K	–	87
2026 Q1	$248K	Hold	287	–	–	0.1%	67
2025 Q4	$235K	Hold	287	–	–	0.09%	70
2025 Q3	$222K	Buy	287 +3	+1%	+$2.11K	0.09%	81
2025 Q2	$208K	Buy	+284	New	+$200K	0.1%	78

Other funds holding MCK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Shira Ridge Wealth Management's MCK Position: Q3 2026 in Review

Shira Ridge Wealth Management opened a new position in McKesson (MCK) in Q3 2026: 253 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #77 among its holdings. This is a return to the name: Shira Ridge Wealth Management previously reported a position in MCK as recently as Q1 2026.

Shira Ridge Wealth Management first reported a position in MCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $248K in Q1 2026. 161 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Shira Ridge Wealth Management held 253 shares of McKesson worth $216K as of Q3 2026.
McKesson was a new Shira Ridge Wealth Management position in Q3 2026.
McKesson made up 0.08% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #77 holding.
Shira Ridge Wealth Management first reported a position in McKesson in Q2 2025 and has held it in 5 quarters since.
Shira Ridge Wealth Management's McKesson position peaked at $248K in Q1 2026.
161 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.