WA
MCK icon

Wealthstream Advisors’s McKesson MCK Stock Holding History

Wealthstream Advisors’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
-391
Closed -$263K – 187
2025
Q1 		$263K Buy
391
+9
+2% +$5.56K 0.05% 125
2024
Q4 		$218K Buy
+382
New +$214K 0.04% 141
2024
Q3 		– Sell
-389
Closed -$227K – 166
2024
Q2 		$227K Buy
389
+13
+3% +$7.24K 0.08% 122
2024
Q1 		$202K Buy
+376
New +$191K 0.08% 133

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthstream Advisors's MCK Position: Q2 2025 in Review

Wealthstream Advisors sold out of McKesson (MCK) in Q2 2025, closing a stake of 391 shares — an estimated $263K sold.

Wealthstream Advisors first reported a position in MCK in Q1 2024 and held it in 4 quarters. The position peaked at $263K in Q1 2025. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Wealthstream Advisors reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Wealthstream Advisors sold 391 McKesson shares in Q2 2025, an estimated $263K.
  • Wealthstream Advisors first reported a position in McKesson in Q1 2024 and held it in 4 quarters.
  • Wealthstream Advisors's McKesson position peaked at $263K in Q1 2025.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Wealthstream Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.