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Spectrum Wealth Counsel’s McKesson MCK Stock Holding History

Spectrum Wealth Counsel’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
-30
Closed -$17.1K – 386
2024
Q4 		$17.1K Sell
30
-30
-50% -$16.8K ﹤0.01% 208
2024
Q3 		$29.7K Hold
60
– – ﹤0.01% 203
2024
Q2 		$35K Sell
60
-15
-20% -$8.35K ﹤0.01% 224
2024
Q1 		$40.3K Buy
+75
New +$38.1K ﹤0.01% 221

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

Spectrum Wealth Counsel's MCK Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of McKesson (MCK) in Q1 2025, closing a stake of 30 shares — an estimated $17.1K sold.

Spectrum Wealth Counsel first reported a position in MCK in Q1 2024 and held it in 4 quarters. The position peaked at $40.3K in Q1 2024. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Spectrum Wealth Counsel reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 30 McKesson shares in Q1 2025, an estimated $17.1K.
  • Spectrum Wealth Counsel first reported a position in McKesson in Q1 2024 and held it in 4 quarters.
  • Spectrum Wealth Counsel's McKesson position peaked at $40.3K in Q1 2024.
  • 1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.