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Evergreen Private Wealth’s McKesson MCK Stock Holding History

Evergreen Private Wealth’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
Q4 		– Sell
-18
Closed -$13.9K – 163
2025
Q3 		$13.9K Hold
18
– – 0.01% 147
2025
Q2 		$13.2K Buy
+18
New +$12.7K 0.01% 148

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's MCK Position: Q4 2025 in Review

Evergreen Private Wealth sold out of McKesson (MCK) in Q4 2025, closing a stake of 18 shares — an estimated $13.9K sold.

Evergreen Private Wealth first reported a position in MCK in Q2 2025 and held it in 2 quarters. The position peaked at $13.9K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Evergreen Private Wealth reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 18 McKesson shares in Q4 2025, an estimated $13.9K.
  • Evergreen Private Wealth first reported a position in McKesson in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's McKesson position peaked at $13.9K in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.