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Congress Wealth Management’s McKesson MCK Stock Holding History

Congress 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 		$8.07M Buy
11,008
+8,130
+282% +$5.74M 0.08% 291
2025
Q1 		$1.94M Buy
2,878
+259
+10% +$160K 0.02% 499
2024
Q4 		$1.49M Buy
2,619
+154
+6% +$86.2K 0.02% 455
2024
Q3 		$1.22M Sell
2,465
-74
-3% -$41.2K 0.02% 489
2024
Q2 		$1.48M Buy
2,539
+112
+5% +$62.4K 0.02% 386
2024
Q1 		$1.3M Sell
2,427
-21
-0.9% -$10.7K 0.02% 355
2023
Q4 		$1.13M Buy
2,448
+43
+2% +$19.6K 0.02% 376
2023
Q3 		$1.05M Buy
2,405
+42
+2% +$17.7K 0.02% 371
2023
Q2 		$1.01M Buy
2,363
+39
+2% +$15K 0.02% 337
2023
Q1 		$828K Sell
2,324
-7
-0.3% -$2.53K 0.02% 365
2022
Q4 		$874K Buy
2,331
+8
+0.3% +$2.98K 0.02% 351
2022
Q3 		$789K Sell
2,323
-27
-1% -$9.37K 0.02% 355
2022
Q2 		$766K Sell
2,350
-221
-9% -$70.7K 0.02% 366
2022
Q1 		$787K Buy
+2,571
New +$699K 0.02% 391

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

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

Congress Wealth Management increased its McKesson (MCK) stake by 282% in Q2 2025, buying an estimated $5.74M and bringing the position to 11,008 shares worth $8.07M. The position accounts for 0.08% of the portfolio, ranked #291.

Congress Wealth Management first reported a position in MCK in Q1 2022 and has held it in 14 quarters since. 1,792 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Congress Wealth Management held 11,008 shares of McKesson worth $8.07M as of Q2 2025.
  • Congress Wealth Management bought 8,130 McKesson shares in Q2 2025, an estimated $5.74M.
  • McKesson made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #291 holding.
  • Congress Wealth Management first reported a position in McKesson in Q1 2022 and has held it in 14 quarters since.
  • 1,792 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.