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Grey Fox Wealth Advisors’s McKesson MCK Stock Holding History

Grey Fox Wealth Advisors’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
-159
Closed -$123K – 416
2025
Q3 		$123K Buy
+159
New +$112K 0.03% 169
2023
Q2 		– Sell
-250
Closed -$89.1K – 349
2023
Q1 		$89.1K Hold
250
– – 0.05% 149
2022
Q4 		$93.8K Buy
+250
New +$93.2K 0.06% 136

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 $298B AUM 21.96% 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

Grey Fox Wealth Advisors's MCK Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of McKesson (MCK) in Q4 2025, closing a stake of 159 shares — an estimated $123K sold.

Grey Fox Wealth Advisors first reported a position in MCK in Q4 2022 and held it in 3 quarters. The position peaked at $123K in Q3 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 159 McKesson shares in Q4 2025, an estimated $123K.
  • Grey Fox Wealth Advisors first reported a position in McKesson in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's McKesson position peaked at $123K in Q3 2025.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.