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Centricity Wealth Management’s McKesson MCK Stock Holding History

Centricity 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 		$481K Sell
656
-73
-10% -$51.5K 0.38% 47
2025
Q1 		$491K Sell
729
-127
-15% -$78.5K 0.45% 41
2024
Q4 		$488K Buy
+856
New +$479K 0.46% 42

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Centricity Wealth Management's MCK Position: Q2 2025 in Review

Centricity Wealth Management reduced its McKesson (MCK) stake by 10% in Q2 2025, selling an estimated $51.5K and leaving 656 shares worth $481K. The position accounts for 0.38% of the portfolio, ranked #47.

Centricity Wealth Management first reported a position in MCK in Q4 2024 and has held it in 3 quarters since. The position peaked at $491K in Q1 2025. 1,792 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Centricity Wealth Management held 656 shares of McKesson worth $481K as of Q2 2025.
  • Centricity Wealth Management sold 73 McKesson shares in Q2 2025, an estimated $51.5K.
  • McKesson made up 0.38% of Centricity Wealth Management's portfolio in Q2 2025, its #47 holding.
  • Centricity Wealth Management first reported a position in McKesson in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's McKesson position peaked at $491K in Q1 2025.
  • 1,792 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.