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Global Wealth Strategies & Associates’s McKesson MCK Stock Holding History

Global Wealth Strategies & Associates’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
-3
Closed -$2.32K – 573
2025
Q3 		$2.32K Hold
3
– – ﹤0.01% 382
2025
Q2 		$2.2K Hold
3
– – ﹤0.01% 306
2025
Q1 		$2.02K Hold
3
– – ﹤0.01% 381
2024
Q4 		$1.71K Hold
3
– – ﹤0.01% 333
2024
Q3 		$1.48K Buy
+3
New +$1.67K ﹤0.01% 308

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Strategies & Associates's MCK Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of McKesson (MCK) in Q4 2025, closing a stake of 3 shares — an estimated $2.32K sold.

Global Wealth Strategies & Associates first reported a position in MCK in Q3 2024 and held it in 5 quarters. The position peaked at $2.32K in Q3 2025. 1,998 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3 McKesson shares in Q4 2025, an estimated $2.32K.
  • Global Wealth Strategies & Associates first reported a position in McKesson in Q3 2024 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's McKesson position peaked at $2.32K in Q3 2025.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.