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Semmax Financial Advisors’s McKesson MCK Stock Holding History

Semmax 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
Q2 		$1.01M Sell
1,514
-28
-2% -$19.8K 0.26% 95
2025
Q1 		$1.07M Sell
1,542
-212
-12% -$131K 0.29% 92
2024
Q4 		$1.06M Buy
1,754
+20
+1% +$11.2K 0.28% 93
2024
Q3 		$1.07M Buy
1,734
+229
+15% +$128K 0.29% 88
2024
Q2 		$830K Buy
1,505
+106
+8% +$59K 0.25% 96
2024
Q1 		$776K Buy
1,399
+69
+5% +$35K 0.26% 88
2023
Q4 		$671K Buy
1,330
+58
+5% +$26.4K 0.24% 84
2023
Q3 		$599K Buy
+1,272
New +$536K 0.24% 75
2022
Q4 		$431K Sell
1,124
-78
-6% -$29.1K 0.17% 71
2022
Q3 		$476K Sell
1,202
-79
-6% -$27.4K 0.2% 71
2022
Q2 		$461K Sell
1,281
-73
-5% -$23.4K 0.19% 78
2022
Q1 		$414K Sell
1,354
-179
-12% -$48.7K 0.16% 92
2021
Q4 		$381K Sell
1,533
-481
-24% -$106K 0.14% 98
2021
Q3 		$401K Sell
2,014
-204
-9% -$40.8K 0.14% 95
2021
Q2 		$424K Buy
2,218
+154
+7% +$29.7K 0.14% 97
2021
Q1 		$402K Buy
2,064
+203
+11% +$37.1K 0.14% 93
2020
Q4 		$324K Buy
1,861
+145
+8% +$24.1K 0.13% 92
2020
Q3 		$256K Buy
1,716
+111
+7% +$16.9K 0.12% 89
2020
Q2 		$246K Sell
1,605
-1,810
-53% -$261K 0.13% 87
2020
Q1 		$462K Buy
3,415
+381
+13% +$55.8K 0.29% 75
2019
Q4 		$420K Buy
3,034
+267
+10% +$37.7K 0.23% 75
2019
Q3 		$378K Buy
2,767
+390
+16% +$55.3K 0.23% 72
2019
Q2 		$319K Buy
2,377
+1,059
+80% +$132K 0.21% 76
2019
Q1 		$154K Buy
1,318
+573
+77% +$70.7K 0.11% 143
2018
Q4 		$82K Buy
+745
New +$92.9K 0.06% 166

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

Semmax Financial Advisors's MCK Position: Q2 2025 in Review

Semmax Financial Advisors reduced its McKesson (MCK) stake by 1.8% in Q2 2025, selling an estimated $19.8K and leaving 1,514 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #95.

Semmax Financial Advisors first reported a position in MCK in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.07M in Q3 2024. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Semmax Financial Advisors held 1,514 shares of McKesson worth $1.01M as of Q2 2025.
  • Semmax Financial Advisors sold 28 McKesson shares in Q2 2025, an estimated $19.8K.
  • McKesson made up 0.26% of Semmax Financial Advisors's portfolio in Q2 2025, its #95 holding.
  • Semmax Financial Advisors first reported a position in McKesson in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's McKesson position peaked at $1.07M in Q3 2024.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.