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Austin Private Wealth’s McKesson MCK Stock Holding History

Austin Private Wealth’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 		$665K Sell
811
-82
-9% -$66.9K 0.05% 143
2025
Q3 		$690K Sell
893
-14
-2% -$9.86K 0.05% 146
2025
Q2 		$665K Sell
907
-8
-0.9% -$5.65K 0.05% 148
2025
Q1 		$616K Sell
915
-5
-0.5% -$3.09K 0.06% 140
2024
Q4 		$524K Sell
920
-84
-8% -$47K 0.05% 141
2024
Q3 		$496K Sell
1,004
-88
-8% -$49K 0.05% 139
2024
Q2 		$638K Sell
1,092
-2
-0.2% -$1.11K 0.07% 102
2024
Q1 		$591K Hold
1,094
– – 0.07% 102
2023
Q4 		$507K Buy
1,094
+27
+3% +$12.3K 0.06% 104
2023
Q3 		$464K Sell
1,067
-54
-5% -$22.8K 0.07% 97
2023
Q2 		$479K Buy
+1,121
New +$431K 0.07% 95

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

Austin Private Wealth's MCK Position: Q4 2025 in Review

Austin Private Wealth reduced its McKesson (MCK) stake by 9.2% in Q4 2025, selling an estimated $66.9K and leaving 811 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #143.

Austin Private Wealth first reported a position in MCK in Q2 2023 and has held it in 11 quarters since. The position peaked at $690K in Q3 2025. 1,998 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Austin Private Wealth held 811 shares of McKesson worth $665K as of Q4 2025.
  • Austin Private Wealth sold 82 McKesson shares in Q4 2025, an estimated $66.9K.
  • McKesson made up 0.05% of Austin Private Wealth's portfolio in Q4 2025, its #143 holding.
  • Austin Private Wealth first reported a position in McKesson in Q2 2023 and has held it in 11 quarters since.
  • Austin Private Wealth's McKesson position peaked at $690K in Q3 2025.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.