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Vantage Financial Partners (Wisconsin)’s McKesson MCK Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$259K Hold
316
– – 0.05% 178
2025
Q3 		$244K Hold
316
– – 0.05% 185
2025
Q2 		$231K Buy
316
+1
+0.3% +$706 0.05% 181
2025
Q1 		$212K Buy
+315
New +$195K 0.05% 179

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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

Vantage Financial Partners (Wisconsin)'s MCK Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its McKesson (MCK) position steady in Q4 2025 at 316 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #178.

Vantage Financial Partners (Wisconsin) first reported a position in MCK in Q1 2025 and has held it in 4 quarters since. 1,997 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 316 shares of McKesson worth $259K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) left its McKesson share count unchanged in Q4 2025.
  • McKesson made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #178 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in McKesson in Q1 2025 and has held it in 4 quarters since.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.