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Atticus Wealth Management’s McKesson MCK Stock Holding History

Atticus 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 		– Sell
-2
Closed -$1.47K – 447
2025
Q2 		$1.47K Buy
+2
New +$1.41K ﹤0.01% 582
2024
Q2 		– Sell
-30
Closed -$16.1K – 554
2024
Q1 		$16.1K Hold
30
– – 0.01% 346
2023
Q4 		$13.9K Hold
30
– – ﹤0.01% 372
2023
Q3 		$13K Hold
30
– – 0.01% 382
2023
Q2 		$12.8K Buy
30
+4
+15% +$1.54K ﹤0.01% 379
2023
Q1 		$9.26K Sell
26
-17
-40% -$6.14K ﹤0.01% 386
2022
Q4 		$16.1K Hold
43
– – 0.01% 352
2022
Q3 		$14K Hold
43
– – 0.01% 355
2022
Q2 		$14K Hold
43
– – 0.01% 385
2022
Q1 		$13K Sell
43
-11
-20% -$2.99K ﹤0.01% 382
2021
Q4 		$13K Sell
54
-57
-51% -$12.5K 0.01% 344
2021
Q3 		$22K Sell
111
-32
-22% -$6.4K 0.01% 303
2021
Q2 		$27K Hold
143
– – 0.01% 270
2021
Q1 		$28K Hold
143
– – 0.01% 254
2020
Q4 		$25K Buy
143
+11
+8% +$1.83K 0.01% 251
2020
Q3 		$20K Sell
132
-1
-0.8% -$152 0.01% 223
2020
Q2 		$20K Sell
133
-10
-7% -$1.44K 0.01% 212
2020
Q1 		$19K Sell
143
-19
-12% -$2.78K 0.02% 204
2019
Q4 		$22K Buy
+162
New +$22.9K 0.01% 216

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

Atticus Wealth Management's MCK Position: Q3 2025 in Review

Atticus Wealth Management sold out of McKesson (MCK) in Q3 2025, closing a stake of 2 shares — an estimated $1.47K sold.

Atticus Wealth Management first reported a position in MCK in Q4 2019 and held it in 19 quarters. The position peaked at $28K in Q1 2021. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Atticus Wealth Management reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 2 McKesson shares in Q3 2025, an estimated $1.47K.
  • Atticus Wealth Management first reported a position in McKesson in Q4 2019 and held it in 19 quarters.
  • Atticus Wealth Management's McKesson position peaked at $28K in Q1 2021.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.