N.E.W. Advisory Services’s McKesson MCK Stock Holding History

N.E.W. Advisory Services’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	-8	Closed	-$5.38K	–	890
2025 Q1	$5.38K	Buy	+8	New	+$4.95K	﹤0.01%	706

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

N.E.W. Advisory Services's MCK Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of McKesson (MCK) in Q2 2025, closing a stake of 8 shares — an estimated $5.38K sold.

N.E.W. Advisory Services first reported a position in MCK in Q1 2025 and held it in 1 quarter. The position peaked at $5.38K in Q1 2025. 1,790 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

N.E.W. Advisory Services reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 8 McKesson shares in Q2 2025, an estimated $5.38K.
N.E.W. Advisory Services first reported a position in McKesson in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's McKesson position peaked at $5.38K in Q1 2025.
1,790 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.