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Milestone Asset Management’s McKesson MCK Stock Holding History

Milestone Asset 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
Q2 		– Sell
-435
Closed -$293K – 231
2025
Q1 		$293K Buy
+435
New +$269K 0.06% 188
2024
Q3 		– Sell
-2,386
Closed -$1.39M – 220
2024
Q2 		$1.39M Buy
+2,386
New +$1.33M 0.35% 59

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

Milestone Asset Management's MCK Position: Q2 2025 in Review

Milestone Asset Management sold out of McKesson (MCK) in Q2 2025, closing a stake of 435 shares — an estimated $293K sold.

Milestone Asset Management first reported a position in MCK in Q2 2024 and held it in 2 quarters. The position peaked at $1.39M in Q2 2024. 1,790 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Milestone Asset Management reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 435 McKesson shares in Q2 2025, an estimated $293K.
  • Milestone Asset Management first reported a position in McKesson in Q2 2024 and held it in 2 quarters.
  • Milestone Asset Management's McKesson position peaked at $1.39M in Q2 2024.
  • 1,790 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.