LVM Capital Management’s McKesson MCK Stock Holding History

LVM Capital Management’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 Q3	–	Sell	-819	Closed	-$600K	–	166
2025 Q2	$600K	Buy	+819	New	+$578K	0.06%	101

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LVM Capital Management's MCK Position: Q3 2025 in Review

LVM Capital Management sold out of McKesson (MCK) in Q3 2025, closing a stake of 819 shares — an estimated $600K sold.

LVM Capital Management first reported a position in MCK in Q2 2025 and held it in 1 quarter. The position peaked at $600K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

LVM Capital Management reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
LVM Capital Management sold 819 McKesson shares in Q3 2025, an estimated $600K.
LVM Capital Management first reported a position in McKesson in Q2 2025 and held it in 1 quarter.
LVM Capital Management's McKesson position peaked at $600K in Q2 2025.
1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on LVM Capital Management's 13F filing for Q3 2025, filed 9 Oct 2025.