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Smallwood Wealth Investment Management’s McKesson MCK Stock Holding History

Smallwood Wealth Investment 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
Q3 		– Sell
-2
Closed -$1.47K – 562
2025
Q2 		$1.47K Buy
+2
New +$1.41K ﹤0.01% 423

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Smallwood Wealth Investment Management's MCK Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of McKesson (MCK) in Q3 2025, closing a stake of 2 shares — an estimated $1.47K sold.

Smallwood Wealth Investment Management first reported a position in MCK in Q2 2025 and held it in 1 quarter. The position peaked at $1.47K in Q2 2025. 1,832 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 2 McKesson shares in Q3 2025, an estimated $1.47K.
  • Smallwood Wealth Investment Management first reported a position in McKesson in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's McKesson position peaked at $1.47K in Q2 2025.
  • 1,832 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.