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Investment Partners’s McKesson MCK Stock Holding History

Investment Partners’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
-300
Closed -$232K – 152
2025
Q3 		$232K Hold
300
– – 0.08% 147
2025
Q2 		$220K Hold
300
– – 0.08% 150
2025
Q1 		$202K Buy
+300
New +$185K 0.08% 143
2022
Q4 		– Sell
-871
Closed -$296K – 200
2022
Q3 		$296K Buy
+871
New +$302K 0.09% 196

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

Investment Partners's MCK Position: Q4 2025 in Review

Investment Partners sold out of McKesson (MCK) in Q4 2025, closing a stake of 300 shares — an estimated $232K sold.

Investment Partners first reported a position in MCK in Q3 2022 and held it in 4 quarters. The position peaked at $296K in Q3 2022. 2,002 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Investment Partners reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Investment Partners sold 300 McKesson shares in Q4 2025, an estimated $232K.
  • Investment Partners first reported a position in McKesson in Q3 2022 and held it in 4 quarters.
  • Investment Partners's McKesson position peaked at $296K in Q3 2022.
  • 2,002 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Investment Partners's 13F filing for Q4 2025, filed 10 Feb 2026.