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Carolinas Wealth Consulting’s McKesson MCK Stock Holding History

Carolinas Wealth Consulting’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
-83
Closed -$56.1K – 566
2025
Q1 		$56.1K Sell
83
-1
-1% -$618 0.01% 334
2024
Q4 		$47.5K Buy
84
+3
+4% +$1.68K 0.01% 368
2024
Q3 		$39.7K Sell
81
-1
-1% -$557 0.01% 393
2024
Q2 		$47.5K Buy
82
+1
+1% +$557 0.01% 375
2024
Q1 		$43.6K Buy
81
+1
+1% +$508 0.01% 396
2023
Q4 		$37.2K Buy
80
+24
+43% +$10.9K 0.01% 374
2023
Q3 		$25.6K Sell
56
-29
-34% -$12.2K 0.01% 396
2023
Q2 		$36.4K Hold
85
– – 0.01% 398
2023
Q1 		$30.3K Hold
85
– – 0.01% 428
2022
Q4 		$31.9K Buy
85
+31
+57% +$11.6K 0.01% 415
2022
Q3 		$18K Buy
54
+48
+800% +$16.7K ﹤0.01% 463
2022
Q2 		$2K Hold
6
– – ﹤0.01% 766
2022
Q1 		$2K Hold
6
– – ﹤0.01% 802
2021
Q4 		$1K Hold
6
– – ﹤0.01% 913
2021
Q3 		$1K Hold
6
– – ﹤0.01% 886
2021
Q2 		$1K Hold
6
– – ﹤0.01% 896
2021
Q1 		$1K Hold
6
– – ﹤0.01% 891
2020
Q4 		$1K Hold
6
– – ﹤0.01% 820
2020
Q3 		$1K Buy
6
+2
+50% +$304 ﹤0.01% 851
2020
Q2 		$1K Buy
+4
New +$578 ﹤0.01% 589

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

Carolinas Wealth Consulting's MCK Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of McKesson (MCK) in Q2 2025, closing a stake of 83 shares — an estimated $56.1K sold.

Carolinas Wealth Consulting first reported a position in MCK in Q2 2020 and held it in 20 quarters. The position peaked at $56.1K in Q1 2025. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 83 McKesson shares in Q2 2025, an estimated $56.1K.
  • Carolinas Wealth Consulting first reported a position in McKesson in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's McKesson position peaked at $56.1K in Q1 2025.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.