Spurstone Advisory Services’s McKesson MCK Stock Holding History

Spurstone Advisory Services’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 Q4	–	Sell	-10	Closed	-$7.72K	–	108
2025 Q3	$7.72K	Buy	+10	New	+$7.04K	0.11%	51

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spurstone Advisory Services's MCK Position: Q4 2025 in Review

Spurstone Advisory Services sold out of McKesson (MCK) in Q4 2025, closing a stake of 10 shares — an estimated $7.72K sold.

Spurstone Advisory Services first reported a position in MCK in Q3 2025 and held it in 1 quarter. The position peaked at $7.72K in Q3 2025. 1,998 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

Spurstone Advisory Services reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
Spurstone Advisory Services sold 10 McKesson shares in Q4 2025, an estimated $7.72K.
Spurstone Advisory Services first reported a position in McKesson in Q3 2025 and held it in 1 quarter.
Spurstone Advisory Services's McKesson position peaked at $7.72K in Q3 2025.
1,998 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Spurstone Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.