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Willow Creek Wealth Management’s McKesson MCK Stock Holding History

Willow Creek 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
2025
Q3 		$239K Hold
309
– – 0.02% 163
2025
Q2 		$226K Buy
309
+1
+0.3% +$706 0.02% 156
2025
Q1 		$207K Buy
+308
New +$190K 0.02% 150

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Willow Creek Wealth Management's MCK Position: Q3 2025 in Review

Willow Creek Wealth Management held its McKesson (MCK) position steady in Q3 2025 at 309 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #163.

Willow Creek Wealth Management first reported a position in MCK in Q1 2025 and has held it in 3 quarters since. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Willow Creek Wealth Management held 309 shares of McKesson worth $239K as of Q3 2025.
  • Willow Creek Wealth Management left its McKesson share count unchanged in Q3 2025.
  • McKesson made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #163 holding.
  • Willow Creek Wealth Management first reported a position in McKesson in Q1 2025 and has held it in 3 quarters since.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.