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Pacific Capital Wealth Advisors’s McKesson MCK Stock Holding History

Pacific Capital Wealth 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
Q1 		– Sell
-40
Closed -$22.8K – 248
2024
Q4 		$22.8K Hold
40
– – ﹤0.01% 210
2024
Q3 		$19.8K Hold
40
– – ﹤0.01% 242
2024
Q2 		$23.4K Buy
40
+22
+122% +$12.2K ﹤0.01% 214
2024
Q1 		$9.66K Buy
+18
New +$9.14K ﹤0.01% 233

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's MCK Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of McKesson (MCK) in Q1 2025, closing a stake of 40 shares — an estimated $22.8K sold.

Pacific Capital Wealth Advisors first reported a position in MCK in Q1 2024 and held it in 4 quarters. The position peaked at $23.4K in Q2 2024. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 40 McKesson shares in Q1 2025, an estimated $22.8K.
  • Pacific Capital Wealth Advisors first reported a position in McKesson in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's McKesson position peaked at $23.4K in Q2 2024.
  • 1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.