Financial Gravity Asset Management’s McKesson MCK Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-5	Closed	-$3.87K	–	860
2025 Q3	$3.87K	Buy	+5	New	+$3.52K	﹤0.01%	712
2024 Q2	–	Sell	-1	Closed	-$349	–	1652
2024 Q1	$349	Hold	1	–	–	﹤0.01%	881
2023 Q4	$761	Buy	+1	New	+$455	﹤0.01%	834
2021 Q3	$199K	Buy	75 +28	+60%	+$5.6K	0.09%	182
2021 Q2	$191K	Buy	+47	New	+$9.08K	0.07%	196
2020 Q4	$6K	Buy	+33	New	+$5.5K	0.01%	223
2019 Q4	$158K	Sell	146 -262	-64%	-$37K	0.11%	166
2019 Q3	$56K	Sell	408 -39	-9%	-$5.53K	0.05%	277
2019 Q2	$60K	Buy	447 +333	+292%	+$41.5K	0.05%	297
2019 Q1	$14K	Buy	+114	New	+$14.1K	0.01%	495
2018 Q3	–	Sell	-367	Closed	-$45K	–	1520
2018 Q2	$45K	Sell	367 -271	-42%	-$39.6K	0.04%	354
2018 Q1	$98K	Buy	+638	New	+$99.4K	0.1%	189

Other funds holding MCK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's MCK Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of McKesson (MCK) in Q4 2025, closing a stake of 5 shares — an estimated $3.87K sold.

Financial Gravity Asset Management first reported a position in MCK in Q1 2018 and held it in 12 quarters. The position peaked at $199K in Q3 2021. 2,002 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

Financial Gravity Asset Management reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 5 McKesson shares in Q4 2025, an estimated $3.87K.
Financial Gravity Asset Management first reported a position in McKesson in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's McKesson position peaked at $199K in Q3 2021.
2,002 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.