BA
MCK icon

Bellwether Advisors’s McKesson MCK Stock Holding History

Bellwether 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
-180
Closed -$132K – 390
2025
Q2 		$132K Sell
180
-3,615
-95% -$2.55M 0.02% 153
2025
Q1 		$2.55M Buy
3,795
+3,618
+2,044% +$2.24M 0.53% 39
2024
Q4 		$101K Buy
+177
New +$99.1K 0.02% 181
2024
Q3 		– Sell
-4,402
Closed -$2.57M – 138
2024
Q2 		$2.57M Sell
4,402
-8,222
-65% -$4.58M 0.54% 45
2024
Q1 		$6.78M Sell
12,624
-2,399
-16% -$1.22M 1.49% 15
2023
Q4 		$6.96M Buy
+15,023
New +$6.83M 1.71% 13
2023
Q2 		– Sell
-12,650
Closed -$4.5M – 297
2023
Q1 		$4.5M Buy
12,650
+7,275
+135% +$2.63M 1.23% 13
2022
Q4 		$2.02M Buy
5,375
+5,256
+4,417% +$1.96M 0.59% 37
2022
Q3 		$40K Buy
119
+8
+7% +$2.78K 0.01% 177
2022
Q2 		$36K Hold
111
– – 0.01% 184
2022
Q1 		$33K Hold
111
– – 0.01% 217
2021
Q4 		$27K Sell
111
-150
-57% -$32.9K 0.01% 247
2021
Q3 		$52K Hold
261
– – 0.02% 205
2021
Q2 		$49K Hold
261
– – 0.02% 184
2021
Q1 		$50K Hold
261
– – 0.02% 168
2020
Q4 		$45K Buy
+261
New +$43.5K 0.02% 169

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

Bellwether Advisors's MCK Position: Q3 2025 in Review

Bellwether Advisors sold out of McKesson (MCK) in Q3 2025, closing a stake of 180 shares — an estimated $132K sold.

Bellwether Advisors first reported a position in MCK in Q4 2020 and held it in 16 quarters. The position peaked at $6.96M in Q4 2023. 1,831 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Bellwether Advisors reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 180 McKesson shares in Q3 2025, an estimated $132K.
  • Bellwether Advisors first reported a position in McKesson in Q4 2020 and held it in 16 quarters.
  • Bellwether Advisors's McKesson position peaked at $6.96M in Q4 2023.
  • 1,831 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.