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Wells Trecaso Financial Group’s McKesson MCK Stock Holding History

Wells Trecaso Financial Group’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
Q3 		$4.81M Sell
6,225
-4,503
-42% -$3.17M 2.29% 15
2025
Q2 		$7.86M Sell
10,728
-361
-3% -$255K 2.43% 14
2025
Q1 		$7.46M Sell
11,089
-285
-3% -$176K 2.49% 14
2024
Q4 		$6.48M Sell
11,374
-361
-3% -$202K 2.12% 16
2024
Q3 		$5.8M Hold
11,735
– – 1.91% 22
2024
Q2 		$6.85M Sell
11,735
-20
-0.2% -$11.1K 2.37% 15
2024
Q1 		$6.31M Buy
11,755
+48
+0.4% +$24.4K 2.23% 18
2023
Q4 		$5.42M Sell
11,707
-60
-0.5% -$27.3K 2.18% 21
2023
Q3 		$5.12M Sell
11,767
-50
-0.4% -$21.1K 2.28% 19
2023
Q2 		$5.05M Sell
11,817
-167
-1% -$64.2K 2.17% 19
2023
Q1 		$4.27M Sell
11,984
-852
-7% -$308K 1.98% 23
2022
Q4 		$4.82M Sell
12,836
-629
-5% -$235K 2.4% 19
2022
Q3 		$4.58M Sell
13,465
-653
-5% -$227K 2.51% 17
2022
Q2 		$4.61M Sell
14,118
-386
-3% -$124K 2.39% 18
2022
Q1 		$4.44M Sell
14,504
-35
-0.2% -$9.52K 1.98% 24
2021
Q4 		$3.61M Sell
14,539
-744
-5% -$163K 1.57% 23
2021
Q3 		$3.05M Buy
15,283
+454
+3% +$90.8K 1.45% 25
2021
Q2 		$2.84M Buy
14,829
+144
+1% +$27.8K 1.36% 25
2021
Q1 		$2.86M Sell
14,685
-48
-0.3% -$8.76K 1.51% 24
2020
Q4 		$2.56M Buy
14,733
+35
+0.2% +$5.83K 1.43% 23
2020
Q3 		$2.19M Sell
14,698
-175
-1% -$26.6K 1.4% 23
2020
Q2 		$2.28M Buy
14,873
+160
+1% +$23.1K 1.57% 23
2020
Q1 		$1.99M Sell
14,713
-96
-0.6% -$14.1K 1.77% 19
2019
Q4 		$2.05M Buy
14,809
+25
+0.2% +$3.53K 1.48% 20
2019
Q3 		$2.02M Buy
14,784
+130
+0.9% +$18.4K 1.61% 18
2019
Q2 		$1.97M Sell
14,654
-425
-3% -$53K 1.62% 19
2019
Q1 		$1.76M Sell
15,079
-222
-1% -$27.4K 1.48% 21
2018
Q4 		$1.69M Sell
15,301
-951
-6% -$119K 1.62% 21
2018
Q3 		$2.16M Sell
16,252
-577
-3% -$75.2K 1.79% 19
2018
Q2 		$2.25M Buy
16,829
+260
+2% +$38K 2.1% 20
2018
Q1 		$2.33M Buy
16,569
+2,503
+18% +$390K 2.22% 19
2017
Q4 		$2.19M Buy
+14,066
New +$2.08M 2.15% 21

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Trecaso Financial Group's MCK Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its McKesson (MCK) stake by 42% in Q3 2025, selling an estimated $3.17M and leaving 6,225 shares worth $4.81M. The position accounts for 2.29% of the portfolio, ranked #15.

Wells Trecaso Financial Group first reported a position in MCK in Q4 2017 and has held it in 32 quarters since. The position peaked at $7.86M in Q2 2025. 1,832 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Wells Trecaso Financial Group held 6,225 shares of McKesson worth $4.81M as of Q3 2025.
  • Wells Trecaso Financial Group sold 4,503 McKesson shares in Q3 2025, an estimated $3.17M.
  • McKesson made up 2.29% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #15 holding.
  • Wells Trecaso Financial Group first reported a position in McKesson in Q4 2017 and has held it in 32 quarters since.
  • Wells Trecaso Financial Group's McKesson position peaked at $7.86M in Q2 2025.
  • 1,832 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.