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MidWestOne Financial Group’s McKesson MCK Stock Holding History

MidWestOne Financial Group’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 		$3.88M Sell
4,733
-89
-2% -$72.6K 0.43% 48
2025
Q3 		$3.73M Hold
4,822
– – 0.45% 51
2025
Q2 		$3.53M Sell
4,822
-924
-16% -$652K 0.46% 48
2025
Q1 		$3.87M Sell
5,746
-2,092
-27% -$1.29M 0.55% 31
2024
Q4 		$4.47M Buy
7,838
+151
+2% +$84.6K 0.63% 26
2024
Q3 		$3.8M Buy
7,687
+1,032
+16% +$575K 0.52% 35
2024
Q2 		$3.89M Sell
6,655
-297
-4% -$165K 0.7% 28
2024
Q1 		$3.73M Sell
6,952
-959
-12% -$487K 0.67% 30
2023
Q4 		$3.66M Sell
7,911
-148
-2% -$67.3K 0.7% 23
2023
Q3 		$3.5M Sell
8,059
-808
-9% -$341K 0.79% 18
2023
Q2 		$3.79M Buy
8,867
+318
+4% +$122K 0.82% 15
2023
Q1 		$3.04M Sell
8,549
-546
-6% -$197K 0.69% 19
2022
Q4 		$3.41M Sell
9,095
-581
-6% -$217K 0.76% 14
2022
Q3 		$3.29M Sell
9,676
-105
-1% -$36.5K 0.84% 12
2022
Q2 		$3.19M Sell
9,781
-293
-3% -$93.7K 0.79% 12
2022
Q1 		$3.08M Sell
10,074
-1,354
-12% -$368K 0.66% 15
2021
Q4 		$2.84M Sell
11,428
-1,520
-12% -$334K 0.6% 25
2021
Q3 		$2.58M Sell
12,948
-87
-0.7% -$17.4K 0.61% 26
2021
Q2 		$2.49M Sell
13,035
-599
-4% -$116K 0.59% 31
2021
Q1 		$2.66M Buy
13,634
+477
+4% +$87.1K 0.64% 17
2020
Q4 		$2.29M Buy
13,157
+2,907
+28% +$484K 0.63% 25
2020
Q3 		$1.53M Buy
+10,250
New +$1.56M 0.51% 45
2020
Q2 		– Sell
-5,278
Closed -$714K – 157
2020
Q1 		$714K Sell
5,278
-159
-3% -$23.3K 0.26% 91
2019
Q4 		$752K Sell
5,437
-526
-9% -$74.3K 0.16% 112
2019
Q3 		$814K Sell
5,963
-3,012
-34% -$427K 0.25% 99
2019
Q2 		$1.21M Buy
+8,975
New +$1.12M 0.33% 75

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

MidWestOne Financial Group's MCK Position: Q4 2025 in Review

MidWestOne Financial Group reduced its McKesson (MCK) stake by 1.8% in Q4 2025, selling an estimated $72.6K and leaving 4,733 shares worth $3.88M. The position accounts for 0.43% of the portfolio, ranked #48.

MidWestOne Financial Group first reported a position in MCK in Q2 2019 and has held it in 26 quarters since. The position peaked at $4.47M in Q4 2024. 1,997 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • MidWestOne Financial Group held 4,733 shares of McKesson worth $3.88M as of Q4 2025.
  • MidWestOne Financial Group sold 89 McKesson shares in Q4 2025, an estimated $72.6K.
  • McKesson made up 0.43% of MidWestOne Financial Group's portfolio in Q4 2025, its #48 holding.
  • MidWestOne Financial Group first reported a position in McKesson in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's McKesson position peaked at $4.47M in Q4 2024.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.