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Alpine Bank Wealth Management’s McKesson MCK Stock Holding History

Alpine Bank 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
Q4 		– Sell
-111
Closed -$85.8K – 298
2025
Q3 		$85.8K Sell
111
-8
-7% -$5.63K 0.01% 209
2025
Q2 		$87.2K Sell
119
-50
-30% -$35.3K 0.01% 203
2025
Q1 		$114K Buy
+169
New +$104K 0.02% 170
2024
Q3 		$100K Buy
+203
New +$113K 0.02% 190

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 $298B AUM 21.96% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpine Bank Wealth Management's MCK Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of McKesson (MCK) in Q4 2025, closing a stake of 111 shares — an estimated $85.8K sold.

Alpine Bank Wealth Management first reported a position in MCK in Q3 2024 and held it in 4 quarters. The position peaked at $114K in Q1 2025. 1,998 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 111 McKesson shares in Q4 2025, an estimated $85.8K.
  • Alpine Bank Wealth Management first reported a position in McKesson in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's McKesson position peaked at $114K in Q1 2025.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.