Optimum Investment Advisors’s McKesson MCK Stock Holding History

Optimum Investment 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 Q3	$1.08M	Hold	1,400	–	–	0.43%	43
2025 Q2	$1.03M	Hold	1,400	–	–	0.45%	47
2025 Q1	$942K	Hold	1,400	–	–	0.44%	51
2024 Q4	$798K	Hold	1,400	–	–	0.35%	61
2024 Q3	$692K	Hold	1,400	–	–	0.3%	73
2024 Q2	$818K	Hold	1,400	–	–	0.37%	61
2024 Q1	$752K	Hold	1,400	–	–	0.35%	69
2023 Q4	$648K	Sell	1,400 -41	-3%	-$18.6K	0.33%	72
2023 Q3	$627K	Hold	1,441	–	–	0.32%	78
2023 Q2	$616K	Hold	1,441	–	–	0.3%	80
2023 Q1	$513K	Sell	1,441 -2	-0.1%	-$722	0.27%	93
2022 Q4	$541K	Hold	1,443	–	–	0.29%	86
2022 Q3	$491K	Buy	1,443 +2	+0.1%	+$694	0.26%	90
2022 Q2	$470K	Hold	1,441	–	–	0.24%	99
2022 Q1	$441K	Hold	1,441	–	–	0.19%	119
2021 Q4	$358K	Hold	1,441	–	–	0.14%	148
2021 Q3	$287K	Hold	1,441	–	–	0.12%	165
2021 Q2	$276K	Hold	1,441	–	–	0.09%	212
2021 Q1	$281K	Hold	1,441	–	–	0.08%	215
2020 Q4	$251K	Hold	1,441	–	–	0.08%	220
2020 Q3	$215K	Hold	1,441	–	–	0.07%	224
2020 Q2	$221K	Buy	1,441 +1	+0.1%	+$144	0.08%	224
2020 Q1	$195K	Hold	1,440	–	–	0.08%	215
2019 Q4	$199K	Hold	1,440	–	–	0.06%	276
2019 Q3	$197K	Sell	1,440 -1,050	-42%	-$149K	0.06%	265
2019 Q2	$335K	Hold	2,490	–	–	0.11%	198
2019 Q1	$291K	Hold	2,490	–	–	0.1%	216
2018 Q4	$275K	Buy	2,490 +40	+2%	+$4.99K	0.09%	205
2018 Q3	$325K	Hold	2,450	–	–	0.09%	219
2018 Q2	$327K	Hold	2,450	–	–	0.09%	214
2018 Q1	$345K	Hold	2,450	–	–	0.1%	201
2017 Q4	$382K	Sell	2,450 -94	-4%	-$13.9K	0.12%	193
2017 Q3	$391K	Sell	2,544 -200	-7%	-$31.2K	0.13%	197
2017 Q2	$451K	Buy	2,744 +94	+4%	+$14.3K	0.16%	178
2017 Q1	$393K	Hold	2,650	–	–	0.14%	193
2016 Q4	$372K	Sell	2,650 -57	-2%	-$8.38K	0.14%	191
2016 Q3	$451K	Hold	2,707	–	–	0.17%	170
2016 Q2	$505K	Hold	2,707	–	–	0.2%	143
2016 Q1	$426K	Sell	2,707 -35	-1%	-$5.66K	0.17%	162
2015 Q4	$541K	Sell	2,742 -743	-21%	-$140K	0.21%	136
2015 Q3	$645K	Buy	+3,485	New	+$739K	0.26%	116
2015 Q1	$811K	Buy	3,585 +200	+6%	+$44.4K	0.26%	108
2014 Q4	$703K	Hold	3,385	–	–	0.23%	119
2014 Q3	$659K	Sell	3,385 -500	-13%	-$96.2K	0.22%	123
2014 Q2	$723K	Hold	3,885	–	–	0.23%	120
2014 Q1	$686K	Hold	3,885	–	–	0.26%	114
2013 Q4	$627K	Sell	3,885 -800	-17%	-$123K	0.24%	118
2013 Q3	$601K	Buy	+4,685	New	+$576K	0.25%	114

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Optimum Investment Advisors's MCK Position: Q3 2025 in Review

Optimum Investment Advisors held its McKesson (MCK) position steady in Q3 2025 at 1,400 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #43.

Optimum Investment Advisors first reported a position in MCK in Q3 2013 and has held it in 48 quarters since. 1,832 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

Optimum Investment Advisors held 1,400 shares of McKesson worth $1.08M as of Q3 2025.
Optimum Investment Advisors left its McKesson share count unchanged in Q3 2025.
McKesson made up 0.43% of Optimum Investment Advisors's portfolio in Q3 2025, its #43 holding.
Optimum Investment Advisors first reported a position in McKesson in Q3 2013 and has held it in 48 quarters since.
1,832 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.