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Advanced Portfolio Management’s McKesson MCK Stock Holding History

Advanced Portfolio 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
Q4 		– Sell
-815
Closed -$621K – 100
2025
Q3 		$621K Buy
815
+3
+0.4% +$2.11K 1.62% 19
2025
Q2 		$595K Hold
812
– – 1.66% 23
2025
Q1 		$546K Buy
+812
New +$502K 1.1% 29
2023
Q3 		– Sell
-2,190
Closed -$936K – 94
2023
Q2 		$936K Buy
+2,190
New +$842K 0.85% 27

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advanced Portfolio Management's MCK Position: Q4 2025 in Review

Advanced Portfolio Management sold out of McKesson (MCK) in Q4 2025, closing a stake of 815 shares — an estimated $621K sold.

Advanced Portfolio Management first reported a position in MCK in Q2 2023 and held it in 4 quarters. The position peaked at $936K in Q2 2023. 2,002 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Advanced Portfolio Management reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Advanced Portfolio Management sold 815 McKesson shares in Q4 2025, an estimated $621K.
  • Advanced Portfolio Management first reported a position in McKesson in Q2 2023 and held it in 4 quarters.
  • Advanced Portfolio Management's McKesson position peaked at $936K in Q2 2023.
  • 2,002 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.