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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Shira Ridge Wealth Management's MCK Position: Q2 2026 in Review

Shira Ridge Wealth Management sold out of McKesson (MCK) in Q2 2026, closing a stake of 287 shares — an estimated $248K sold.

Shira Ridge Wealth Management first reported a position in MCK in Q2 2025 and held it in 4 quarters. The position peaked at $248K in Q1 2026. 691 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Shira Ridge Wealth Management reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 287 McKesson shares in Q2 2026, an estimated $248K.
  • Shira Ridge Wealth Management first reported a position in McKesson in Q2 2025 and held it in 4 quarters.
  • Shira Ridge Wealth Management's McKesson position peaked at $248K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.