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Capital A Wealth Management’s McKesson MCK Stock Holding History

Capital A 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
Q2 		– Sell
-43
Closed -$28.9K – 685
2025
Q1 		$28.9K Sell
43
-3
-7% -$1.85K 0.03% 193
2024
Q4 		$26.2K Buy
+46
New +$25.8K 0.04% 204

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital A Wealth Management's MCK Position: Q2 2025 in Review

Capital A Wealth Management sold out of McKesson (MCK) in Q2 2025, closing a stake of 43 shares — an estimated $28.9K sold.

Capital A Wealth Management first reported a position in MCK in Q4 2024 and held it in 2 quarters. The position peaked at $28.9K in Q1 2025. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Capital A Wealth Management reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 43 McKesson shares in Q2 2025, an estimated $28.9K.
  • Capital A Wealth Management first reported a position in McKesson in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's McKesson position peaked at $28.9K in Q1 2025.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.