Washington Trust’s McKesson MCK Stock Holding History

Washington Trust’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 Q1	–	Sell	-97	Closed	-$55.3K	–	824
2024 Q4	$55.3K	Hold	97	–	–	﹤0.01%	422
2024 Q3	$48K	Hold	97	–	–	﹤0.01%	458
2024 Q2	$56.7K	Hold	97	–	–	﹤0.01%	434
2024 Q1	$52.1K	Sell	97 -17	-15%	-$8.63K	﹤0.01%	448
2023 Q4	$52.8K	Buy	114 +34	+43%	+$15.5K	﹤0.01%	420
2023 Q3	$34.8K	Hold	80	–	–	﹤0.01%	449
2023 Q2	$34.2K	Hold	80	–	–	﹤0.01%	472
2023 Q1	$28.5K	Hold	80	–	–	﹤0.01%	509
2022 Q4	$30K	Hold	80	–	–	﹤0.01%	489
2022 Q3	$27K	Hold	80	–	–	﹤0.01%	494
2022 Q2	$26K	Hold	80	–	–	﹤0.01%	508
2022 Q1	$24K	Hold	80	–	–	﹤0.01%	539
2021 Q4	$20K	Hold	80	–	–	﹤0.01%	586
2021 Q3	$16K	Hold	80	–	–	﹤0.01%	726
2021 Q2	$15K	Hold	80	–	–	﹤0.01%	734
2021 Q1	$16K	Hold	80	–	–	﹤0.01%	702
2020 Q4	$14K	Sell	80 -30	-27%	-$5K	﹤0.01%	714
2020 Q3	$16K	Buy	110 +5	+5%	+$759	﹤0.01%	652
2020 Q2	$16K	Buy	105 +25	+31%	+$3.61K	﹤0.01%	587
2020 Q1	$11K	Buy	+80	New	+$11.7K	﹤0.01%	652
2018 Q3	–	Sell	-172	Closed	-$23K	–	570
2018 Q2	$23K	Buy	+172	New	+$25.2K	﹤0.01%	551

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Washington Trust's MCK Position: Q1 2025 in Review

Washington Trust sold out of McKesson (MCK) in Q1 2025, closing a stake of 97 shares — an estimated $55.3K sold.

Washington Trust first reported a position in MCK in Q2 2018 and held it in 21 quarters. The position peaked at $56.7K in Q2 2024. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

Washington Trust reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 97 McKesson shares in Q1 2025, an estimated $55.3K.
Washington Trust first reported a position in McKesson in Q2 2018 and held it in 21 quarters.
Washington Trust's McKesson position peaked at $56.7K in Q2 2024.
1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.