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Capital Wealth Planning’s McKesson MCK Stock Holding History

Capital Wealth Planning’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
-2,199
Closed -$1.61M – 166
2025
Q2 		$1.61M Buy
2,199
+1,162
+112% +$820K 0.01% 94
2025
Q1 		$698K Buy
+1,037
New +$641K 0.01% 104

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

Capital Wealth Planning's MCK Position: Q3 2025 in Review

Capital Wealth Planning sold out of McKesson (MCK) in Q3 2025, closing a stake of 2,199 shares — an estimated $1.61M sold.

Capital Wealth Planning first reported a position in MCK in Q1 2025 and held it in 2 quarters. The position peaked at $1.61M in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Capital Wealth Planning reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 2,199 McKesson shares in Q3 2025, an estimated $1.61M.
  • Capital Wealth Planning first reported a position in McKesson in Q1 2025 and held it in 2 quarters.
  • Capital Wealth Planning's McKesson position peaked at $1.61M in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Capital Wealth Planning's 13F filing for Q3 2025, filed 13 Nov 2025.