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Arete Wealth Advisors’s McKesson MCK Stock Holding History

Arete Wealth Advisors’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
-1,516
Closed -$1.18M – 590
2025
Q3 		$1.18M Buy
1,516
+65
+4% +$45.8K 0.07% 251
2025
Q2 		$1.06M Sell
1,451
-1,282
-47% -$905K 0.08% 248
2025
Q1 		$1.84M Buy
2,733
+1,244
+84% +$769K 0.14% 156
2024
Q4 		$846K Sell
1,489
-9
-0.6% -$5.04K 0.06% 282
2024
Q3 		$736K Sell
1,498
-87
-5% -$48.4K 0.06% 276
2024
Q2 		$926K Buy
+1,585
New +$882K 0.08% 252
2024
Q1 		– Sell
-1,541
Closed -$713K – 582
2023
Q4 		$713K Hold
1,541
– – 0.05% 317
2023
Q3 		$670K Sell
1,541
-63
-4% -$26.6K 0.12% 191
2023
Q2 		$685K Buy
+1,604
New +$617K 0.06% 295

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

Arete Wealth Advisors's MCK Position: Q4 2025 in Review

Arete Wealth Advisors sold out of McKesson (MCK) in Q4 2025, closing a stake of 1,516 shares — an estimated $1.18M sold.

Arete Wealth Advisors first reported a position in MCK in Q2 2023 and held it in 9 quarters. The position peaked at $1.84M in Q1 2025. 2,004 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Arete Wealth Advisors reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,516 McKesson shares in Q4 2025, an estimated $1.18M.
  • Arete Wealth Advisors first reported a position in McKesson in Q2 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's McKesson position peaked at $1.84M in Q1 2025.
  • 2,004 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.