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Trust Point Inc’s McKesson MCK Stock Holding History

Trust Point Inc’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 		– Sell
-329
Closed -$221K – 447
2025
Q1 		$221K Sell
329
-195
-37% -$121K 0.02% 414
2024
Q4 		$299K Sell
524
-160
-23% -$89.6K 0.02% 424
2024
Q3 		$338K Buy
684
+5
+0.7% +$2.78K 0.03% 362
2024
Q2 		$397K Sell
679
-274
-29% -$153K 0.03% 312
2024
Q1 		$512K Sell
953
-508
-35% -$258K 0.04% 282
2023
Q4 		$676K Buy
+1,461
New +$664K 0.06% 212

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Trust Point Inc's MCK Position: Q2 2025 in Review

Trust Point Inc sold out of McKesson (MCK) in Q2 2025, closing a stake of 329 shares — an estimated $221K sold.

Trust Point Inc first reported a position in MCK in Q4 2023 and held it in 6 quarters. The position peaked at $676K in Q4 2023. 1,792 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Trust Point Inc reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Trust Point Inc sold 329 McKesson shares in Q2 2025, an estimated $221K.
  • Trust Point Inc first reported a position in McKesson in Q4 2023 and held it in 6 quarters.
  • Trust Point Inc's McKesson position peaked at $676K in Q4 2023.
  • 1,792 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Trust Point Inc's 13F filing for Q2 2025, filed 10 Jul 2025.