Global Financial Private Client’s McKesson MCK Stock Holding History

Global Financial Private Client’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	–	Sell	-9	Closed	-$6.06K	–	1029
2025 Q1	$6.06K	Buy	9 +4	+80%	+$2.47K	﹤0.01%	659
2024 Q4	$2.85K	Buy	5 +2	+67%	+$1.12K	﹤0.01%	694
2024 Q3	$1.48K	Hold	3	–	–	﹤0.01%	741
2024 Q2	$1.75K	Hold	3	–	–	﹤0.01%	583
2024 Q1	$1.61K	Hold	3	–	–	﹤0.01%	605
2023 Q4	$1.39K	Hold	3	–	–	﹤0.01%	611
2023 Q3	$1.31K	Hold	3	–	–	﹤0.01%	602
2023 Q2	$1.26K	Hold	3	–	–	﹤0.01%	602
2023 Q1	$1.09K	Hold	3	–	–	﹤0.01%	616
2022 Q4	$1.13K	Hold	3	–	–	﹤0.01%	605
2022 Q3	$1.04K	Hold	3	–	–	﹤0.01%	578
2022 Q2	$989	Hold	3	–	–	﹤0.01%	566
2022 Q1	$921	Hold	3	–	–	﹤0.01%	590
2021 Q4	$746	Hold	3	–	–	﹤0.01%	604
2021 Q3	$600	Hold	3	–	–	﹤0.01%	566
2021 Q2	$578	Hold	3	–	–	﹤0.01%	572
2021 Q1	$581	Hold	3	–	–	﹤0.01%	543
2020 Q4	$522	Buy	+3	New	+$500	﹤0.01%	531

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Financial Private Client's MCK Position: Q2 2025 in Review

Global Financial Private Client sold out of McKesson (MCK) in Q2 2025, closing a stake of 9 shares — an estimated $6.06K sold.

Global Financial Private Client first reported a position in MCK in Q4 2020 and held it in 18 quarters. The position peaked at $6.06K in Q1 2025. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

Global Financial Private Client reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 9 McKesson shares in Q2 2025, an estimated $6.06K.
Global Financial Private Client first reported a position in McKesson in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's McKesson position peaked at $6.06K in Q1 2025.
1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.