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Atlas Private Wealth Advisors’s McKesson MCK Stock Holding History

Atlas Private 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
Q3 		– Sell
-348
Closed -$255K – 176
2025
Q2 		$255K Buy
348
+9
+3% +$6.35K 0.03% 172
2025
Q1 		$228K Buy
+339
New +$210K 0.03% 168
2021
Q3 		– Sell
-13
Closed -$2K – 788
2021
Q2 		$2K Buy
+13
New +$2.51K ﹤0.01% 682

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

Atlas Private Wealth Advisors's MCK Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of McKesson (MCK) in Q3 2025, closing a stake of 348 shares — an estimated $255K sold.

Atlas Private Wealth Advisors first reported a position in MCK in Q2 2021 and held it in 3 quarters. The position peaked at $255K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 348 McKesson shares in Q3 2025, an estimated $255K.
  • Atlas Private Wealth Advisors first reported a position in McKesson in Q2 2021 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's McKesson position peaked at $255K in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.