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Peterson Wealth Management’s McKesson MCK Stock Holding History

Peterson 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
-1,812
Closed -$1.22M – 52
2025
Q1 		$1.22M Buy
1,812
+2
+0.1% +$1.24K 0.82% 31
2024
Q4 		$1.03M Sell
1,810
-87
-5% -$48.7K 0.61% 33
2024
Q3 		$938K Buy
+1,897
New +$1.06M 0.6% 35

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
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

Peterson Wealth Management's MCK Position: Q2 2025 in Review

Peterson Wealth Management sold out of McKesson (MCK) in Q2 2025, closing a stake of 1,812 shares — an estimated $1.22M sold.

Peterson Wealth Management first reported a position in MCK in Q3 2024 and held it in 3 quarters. The position peaked at $1.22M in Q1 2025. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Peterson Wealth Management reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Peterson Wealth Management sold 1,812 McKesson shares in Q2 2025, an estimated $1.22M.
  • Peterson Wealth Management first reported a position in McKesson in Q3 2024 and held it in 3 quarters.
  • Peterson Wealth Management's McKesson position peaked at $1.22M in Q1 2025.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Peterson Wealth Management's 13F filing for Q2 2025, filed 15 Oct 2025.