Estate Counselors’s McKesson MCK Stock Holding History

Estate Counselors’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 Q1	–	Sell	-3,385	Closed	-$1.93M	–	110
2024 Q4	$1.93M	Hold	3,385	–	–	0.21%	59
2024 Q3	$1.67M	Hold	3,385	–	–	0.17%	63
2024 Q2	$1.98M	Sell	3,385 -20	-0.6%	-$11.1K	0.22%	41
2024 Q1	$1.83M	Hold	3,405	–	–	0.21%	52
2023 Q4	$1.58M	Hold	3,405	–	–	0.19%	70
2023 Q3	$1.48M	Sell	3,405 -12	-0.4%	-$5.06K	0.2%	68
2023 Q2	$1.46M	Hold	3,417	–	–	0.18%	64
2023 Q1	$1.22M	Buy	3,417 +2	+0.1%	+$722	0.16%	78
2022 Q4	$1.28M	Hold	3,415	–	–	0.18%	79
2022 Q3	$1.16M	Sell	3,415 -1,955	-36%	-$679K	0.18%	65
2022 Q2	$1.75M	Sell	5,370 -70	-1%	-$22.4K	0.26%	51
2022 Q1	$1.67M	Hold	5,440	–	–	0.22%	61
2021 Q4	$1.35M	Buy	5,440 +100	+2%	+$22K	0.16%	74
2021 Q3	$1.06M	Buy	5,340 +60	+1%	+$12K	0.13%	97
2021 Q2	$1.01M	Buy	5,280 +105	+2%	+$20.3K	0.13%	104
2021 Q1	$1.01M	Buy	+5,175	New	+$945K	0.15%	104

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Estate Counselors's MCK Position: Q1 2025 in Review

Estate Counselors sold out of McKesson (MCK) in Q1 2025, closing a stake of 3,385 shares — an estimated $1.93M sold.

Estate Counselors first reported a position in MCK in Q1 2021 and held it in 16 quarters. The position peaked at $1.98M in Q2 2024. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

Estate Counselors reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
Estate Counselors sold 3,385 McKesson shares in Q1 2025, an estimated $1.93M.
Estate Counselors first reported a position in McKesson in Q1 2021 and held it in 16 quarters.
Estate Counselors's McKesson position peaked at $1.98M in Q2 2024.
1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.