SageView Advisory Group’s McKesson MCK Stock Holding History

SageView Advisory Group’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	$1.08M	Sell	1,315 -393	-23%	-$321K	0.04%	247
2025 Q3	$1.32M	Buy	1,708 +201	+13%	+$142K	0.05%	231
2025 Q2	$1.06M	Buy	1,507 +22	+1%	+$15.5K	0.04%	233
2025 Q1	$999K	Buy	1,485 +457	+44%	+$283K	0.04%	228
2024 Q4	$586K	Buy	1,028 +75	+8%	+$42K	0.03%	314
2024 Q3	$471K	Sell	953 -676	-41%	-$376K	0.02%	309
2024 Q2	$952K	Buy	+1,629	New	+$907K	0.04%	229
2024 Q1	–	Sell	-1,450	Closed	-$710K	–	664
2023 Q4	$710K	Buy	+1,450	New	+$659K	0.03%	319

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's MCK Position: Q4 2025 in Review

SageView Advisory Group reduced its McKesson (MCK) stake by 23% in Q4 2025, selling an estimated $321K and leaving 1,315 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #247.

SageView Advisory Group first reported a position in MCK in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.32M in Q3 2025. 1,998 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

SageView Advisory Group held 1,315 shares of McKesson worth $1.08M as of Q4 2025.
SageView Advisory Group sold 393 McKesson shares in Q4 2025, an estimated $321K.
McKesson made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #247 holding.
SageView Advisory Group first reported a position in McKesson in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's McKesson position peaked at $1.32M in Q3 2025.
1,998 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.