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Oregon Pacific Wealth Management’s McKesson MCK Stock Holding History

Oregon Pacific Wealth 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
-351
Closed -$236K – 132
2025
Q1 		$236K Buy
+351
New +$217K 0.24% 111

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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

Oregon Pacific Wealth Management's MCK Position: Q2 2025 in Review

Oregon Pacific Wealth Management sold out of McKesson (MCK) in Q2 2025, closing a stake of 351 shares — an estimated $236K sold.

Oregon Pacific Wealth Management first reported a position in MCK in Q1 2025 and held it in 1 quarter. The position peaked at $236K in Q1 2025. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Oregon Pacific Wealth Management reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 351 McKesson shares in Q2 2025, an estimated $236K.
  • Oregon Pacific Wealth Management first reported a position in McKesson in Q1 2025 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's McKesson position peaked at $236K in Q1 2025.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.