Peak Retirement Planning’s McKesson MCK Stock Holding History

Peak Retirement Planning’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	-1,668	Closed	-$919K	–	108
2024 Q4	$919K	Buy	+1,668	New	+$934K	0.62%	46

Other funds holding MCK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peak Retirement Planning's MCK Position: Q1 2025 in Review

Peak Retirement Planning sold out of McKesson (MCK) in Q1 2025, closing a stake of 1,668 shares — an estimated $919K sold.

Peak Retirement Planning first reported a position in MCK in Q4 2024 and held it in 1 quarter. The position peaked at $919K in Q4 2024. 1,754 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

Peak Retirement Planning reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
Peak Retirement Planning sold 1,668 McKesson shares in Q1 2025, an estimated $919K.
Peak Retirement Planning first reported a position in McKesson in Q4 2024 and held it in 1 quarter.
Peak Retirement Planning's McKesson position peaked at $919K in Q4 2024.
1,754 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Peak Retirement Planning's 13F filing for Q1 2025, filed 4 Nov 2025.