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PFG Private Wealth Management’s McKesson MCK Stock Holding History

PFG Private 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
Q1 		– Sell
-6
Closed -$3.42K – 288
2024
Q4 		$3.42K Sell
6
-441
-99% -$247K ﹤0.01% 176
2024
Q3 		$221K Sell
447
-1
-0.2% -$557 0.13% 52
2024
Q2 		$262K Buy
448
+2
+0.4% +$1.11K 0.16% 40
2024
Q1 		$239K Buy
446
+18
+4% +$9.14K 0.15% 42
2023
Q4 		$198K Buy
428
+346
+422% +$157K 0.13% 42
2023
Q3 		$35.7K Sell
82
-140
-63% -$59K 0.03% 113
2023
Q2 		$94.9K Sell
222
-3
-1% -$1.15K 0.06% 110
2023
Q1 		$80.1K Buy
225
+40
+22% +$14.4K 0.05% 129
2022
Q4 		$69K Sell
185
-59
-24% -$22K 0.04% 124
2022
Q3 		$83K Sell
244
-91
-27% -$31.6K 0.05% 97
2022
Q2 		$109K Hold
335
– – 0.06% 90
2022
Q1 		$103K Buy
+335
New +$91.1K 0.05% 120

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

PFG Private Wealth Management's MCK Position: Q1 2025 in Review

PFG Private Wealth Management sold out of McKesson (MCK) in Q1 2025, closing a stake of 6 shares — an estimated $3.42K sold.

PFG Private Wealth Management first reported a position in MCK in Q1 2022 and held it in 12 quarters. The position peaked at $262K in Q2 2024. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • PFG Private Wealth Management reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 6 McKesson shares in Q1 2025, an estimated $3.42K.
  • PFG Private Wealth Management first reported a position in McKesson in Q1 2022 and held it in 12 quarters.
  • PFG Private Wealth Management's McKesson position peaked at $262K in Q2 2024.
  • 1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.