SS&H Financial Advisors’s McKesson MCK Stock Holding History

SS&H Financial Advisors’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	$2.79M	Hold	3,400	–	–	0.81%	31
2025 Q3	$2.63M	Hold	3,400	–	–	0.8%	33
2025 Q2	$2.49M	Hold	3,400	–	–	0.83%	35
2025 Q1	$2.29M	Hold	3,400	–	–	0.85%	34
2024 Q4	$1.94M	Hold	3,400	–	–	0.71%	38
2024 Q3	$1.68M	Hold	3,400	–	–	0.61%	43
2024 Q2	$1.99M	Hold	3,400	–	–	0.78%	37
2024 Q1	$1.82M	Hold	3,400	–	–	0.76%	38
2023 Q4	$1.57M	Hold	3,400	–	–	0.67%	43
2023 Q3	$1.48M	Buy	+3,400	New	+$1.43M	0.69%	43
2023 Q1	$1.21M	Hold	3,400	–	–	0.55%	50
2022 Q4	$1.28M	Hold	3,400	–	–	0.61%	51
2022 Q3	$1.16M	Hold	3,400	–	–	0.6%	51
2022 Q2	$1.11M	Hold	3,400	–	–	0.51%	56
2022 Q1	$1.04M	Buy	+3,400	New	+$925K	0.41%	64

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

SS&H Financial Advisors's MCK Position: Q4 2025 in Review

SS&H Financial Advisors held its McKesson (MCK) position steady in Q4 2025 at 3,400 shares worth $2.79M. The position accounts for 0.81% of the portfolio, ranked #31.

SS&H Financial Advisors first reported a position in MCK in Q1 2022 and has held it in 15 quarters since. 1,997 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

SS&H Financial Advisors held 3,400 shares of McKesson worth $2.79M as of Q4 2025.
SS&H Financial Advisors left its McKesson share count unchanged in Q4 2025.
McKesson made up 0.81% of SS&H Financial Advisors's portfolio in Q4 2025, its #31 holding.
SS&H Financial Advisors first reported a position in McKesson in Q1 2022 and has held it in 15 quarters since.
1,997 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.