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J.W. Coons Advisors’s McKesson MCK Stock Holding History

J.W. Coons 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
Q2 		$1.15M Hold
1,570
– – 0.26% 87
2025
Q1 		$1.06M Hold
1,570
– – 0.28% 87
2024
Q4 		$895K Sell
1,570
-150
-9% -$84K 0.23% 100
2024
Q3 		$850K Sell
1,720
-45
-3% -$25.1K 0.21% 106
2024
Q2 		$1.03M Hold
1,765
– – 0.25% 90
2024
Q1 		$948K Hold
1,765
– – 0.21% 95
2023
Q4 		$817K Sell
1,765
-25
-1% -$11.4K 0.22% 106
2023
Q3 		$778K Hold
1,790
– – 0.22% 101
2023
Q2 		$765K Hold
1,790
– – 0.21% 106
2023
Q1 		$637K Sell
1,790
-806
-31% -$291K 0.18% 124
2022
Q4 		$974K Sell
2,596
-2,945
-53% -$1.1M 0.29% 84
2022
Q3 		$1.88M Buy
5,541
+25
+0.5% +$8.68K 0.71% 41
2022
Q2 		$1.8M Sell
5,516
-1,358
-20% -$434K 0.64% 44
2022
Q1 		$2.1M Buy
6,874
+405
+6% +$110K 0.63% 47
2021
Q4 		$1.61M Buy
6,469
+44
+0.7% +$9.66K 0.49% 56
2021
Q3 		$1.28M Buy
6,425
+275
+4% +$55K 0.44% 65
2021
Q2 		$1.18M Buy
6,150
+85
+1% +$16.4K 0.42% 68
2021
Q1 		$1.19M Buy
6,065
+759
+14% +$139K 0.43% 70
2020
Q4 		$919K Buy
5,306
+580
+12% +$96.6K 0.35% 79
2020
Q3 		$707K Buy
4,726
+220
+5% +$33.4K 0.29% 93
2020
Q2 		$688K Buy
4,506
+2,010
+81% +$290K 0.31% 90
2020
Q1 		$338K Buy
+2,496
New +$366K 0.18% 138

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

J.W. Coons Advisors's MCK Position: Q2 2025 in Review

J.W. Coons Advisors held its McKesson (MCK) position steady in Q2 2025 at 1,570 shares worth $1.15M. The position accounts for 0.26% of the portfolio, ranked #87.

J.W. Coons Advisors first reported a position in MCK in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q1 2022. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • J.W. Coons Advisors held 1,570 shares of McKesson worth $1.15M as of Q2 2025.
  • J.W. Coons Advisors left its McKesson share count unchanged in Q2 2025.
  • McKesson made up 0.26% of J.W. Coons Advisors's portfolio in Q2 2025, its #87 holding.
  • J.W. Coons Advisors first reported a position in McKesson in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's McKesson position peaked at $2.1M in Q1 2022.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.