Copperwynd Financial’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
2,258
-57
| -2% | -$40.2K | 0.41% | 43 |
|
|
2025
Q1 | $1.56M | Buy |
2,315
+21
| +0.9% | +$13K | 0.43% | 42 |
|
|
2024
Q4 | $1.31M | Buy |
2,294
+23
| +1% | +$12.9K | 0.36% | 49 |
|
|
2024
Q3 | $1.12M | Buy |
2,271
+5
| +0.2% | +$2.78K | 0.34% | 49 |
|
|
2024
Q2 | $1.4M | Buy |
2,266
+3
| +0.1% | +$1.67K | 0.46% | 36 |
|
|
2024
Q1 | $1.21M | Sell |
2,263
-126
| -5% | -$64K | 0.44% | 37 |
|
|
2023
Q4 | $1.11M | Sell |
2,389
-130
| -5% | -$59.1K | 0.44% | 38 |
|
|
2023
Q3 | $1.1M | Sell |
2,519
-162
| -6% | -$68.3K | 0.51% | 33 |
|
|
2023
Q2 | $1.15M | Sell |
2,681
-42
| -2% | -$16.1K | 0.53% | 41 |
|
|
2023
Q1 | $970K | Sell |
2,723
-71
| -3% | -$25.6K | 0.5% | 43 |
|
|
2022
Q4 | $1.05M | Sell |
2,794
-140
| -5% | -$52.2K | 0.59% | 42 |
|
|
2022
Q3 | $997K | Sell |
2,934
-187
| -6% | -$64.9K | 0.57% | 38 |
|
|
2022
Q2 | $1.02M | Sell |
3,121
-105
| -3% | -$33.6K | 0.6% | 36 |
|
|
2022
Q1 | $988K | Buy |
3,226
+26
| +0.8% | +$7.07K | 0.41% | 40 |
|
|
2021
Q4 | $796K | Buy |
3,200
+74
| +2% | +$16.2K | 0.3% | 57 |
|
|
2021
Q3 | $623K | Buy |
3,126
+63
| +2% | +$12.6K | 0.26% | 75 |
|
|
2021
Q2 | $586K | Buy |
3,063
+35
| +1% | +$6.76K | 0.25% | 77 |
|
|
2021
Q1 | $591K | Sell |
3,028
-128
| -4% | -$23.4K | 0.27% | 59 |
|
|
2020
Q4 | $549K | Sell |
3,156
-95
| -3% | -$15.8K | 0.27% | 61 |
|
|
2020
Q3 | $484K | Sell |
3,251
-76
| -2% | -$11.5K | 0.26% | 62 |
|
|
2020
Q2 | $510K | Sell |
3,327
-277
| -8% | -$40K | 0.29% | 51 |
|
|
2020
Q1 | $488K | Sell |
3,604
-76
| -2% | -$11.1K | 0.23% | 37 |
|
|
2019
Q4 | $509K | Sell |
3,680
-19
| -0.5% | -$2.69K | 0.27% | 81 |
|
|
2019
Q3 | $508K | Buy |
3,699
+500
| +16% | +$70.9K | 0.29% | 75 |
|
|
2019
Q2 | $430K | Buy |
3,199
+221
| +7% | +$27.6K | 0.25% | 74 |
|
|
2019
Q1 | $349K | Buy |
2,978
+329
| +12% | +$40.6K | 0.21% | 89 |
|
|
2018
Q4 | $293K | Buy |
2,649
+179
| +7% | +$22.3K | 0.18% | 78 |
|
|
2018
Q3 | $328K | Buy |
2,470
+207
| +9% | +$27K | 0.2% | 82 |
|
|
2018
Q2 | $302K | Buy |
2,263
+72
| +3% | +$10.5K | 0.21% | 77 |
|
|
2018
Q1 | $309K | Buy |
2,191
+333
| +18% | +$51.9K | 0.21% | 73 |
|
|
2017
Q4 | $290K | Buy |
+1,858
| New | +$275K | 0.21% | 76 |
|
Other funds holding MCK
Copperwynd Financial's MCK Position: Q2 2025 in Review
Copperwynd Financial reduced its McKesson (MCK) stake by 2.5% in Q2 2025, selling an estimated $40.2K and leaving 2,258 shares worth $1.65M. The position accounts for 0.41% of the portfolio, ranked #43.
Copperwynd Financial first reported a position in MCK in Q4 2017 and has held it in 31 quarters since. 1,790 funds tracked by Wall St. Rank hold MCK as of Q2 2025.
- Copperwynd Financial held 2,258 shares of McKesson worth $1.65M as of Q2 2025.
- Copperwynd Financial sold 57 McKesson shares in Q2 2025, an estimated $40.2K.
- McKesson made up 0.41% of Copperwynd Financial's portfolio in Q2 2025, its #43 holding.
- Copperwynd Financial first reported a position in McKesson in Q4 2017 and has held it in 31 quarters since.
- 1,790 funds tracked by Wall St. Rank held McKesson as of Q2 2025.
Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.