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Stephens Consulting’s McKesson MCK Stock Holding History

Stephens Consulting’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 		$821 Buy
+1
New +$816 ﹤0.01% 410
2025
Q3 		– Sell
-2
Closed -$1.47K – 857
2025
Q2 		$1.47K Buy
+2
New +$1.41K ﹤0.01% 574
2025
Q1 		– Sell
-14
Closed -$7.98K – 1539
2024
Q4 		$7.98K Hold
14
– – ﹤0.01% 371
2024
Q3 		$6.92K Sell
14
-5
-26% -$2.78K ﹤0.01% 371
2024
Q2 		$11.1K Buy
+19
New +$10.6K ﹤0.01% 325

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's MCK Position: Q4 2025 in Review

Stephens Consulting opened a new position in McKesson (MCK) in Q4 2025: 1 share worth $821. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in MCK as recently as Q2 2025.

Stephens Consulting first reported a position in MCK in Q2 2024 and has held it in 5 quarters since. The position peaked at $11.1K in Q2 2024. 1,997 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Stephens Consulting held 1 share of McKesson worth $821 as of Q4 2025.
  • McKesson was a new Stephens Consulting position in Q4 2025.
  • McKesson made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #410 holding.
  • Stephens Consulting first reported a position in McKesson in Q2 2024 and has held it in 5 quarters since.
  • Stephens Consulting's McKesson position peaked at $11.1K in Q2 2024.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.