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Peak Financial Advisors’s McKesson MCK Stock Holding History

Peak Financial 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
Q4 		– Sell
-2,637
Closed -$2.04M – 92
2025
Q3 		$2.04M Buy
+2,637
New +$1.86M 0.98% 34
2024
Q4 		– Sell
-5,270
Closed -$2.61M – 83
2024
Q3 		$2.61M Buy
+5,270
New +$2.93M 1.34% 33

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Financial Advisors's MCK Position: Q4 2025 in Review

Peak Financial Advisors sold out of McKesson (MCK) in Q4 2025, closing a stake of 2,637 shares — an estimated $2.04M sold.

Peak Financial Advisors first reported a position in MCK in Q3 2024 and held it in 2 quarters. The position peaked at $2.61M in Q3 2024. 1,998 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Peak Financial Advisors reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 2,637 McKesson shares in Q4 2025, an estimated $2.04M.
  • Peak Financial Advisors first reported a position in McKesson in Q3 2024 and held it in 2 quarters.
  • Peak Financial Advisors's McKesson position peaked at $2.61M in Q3 2024.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Peak Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.