Whalen Wealth Management’s McKesson MCK Stock Holding History

Whalen Wealth Management’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	-445	Closed	-$254K	–	159
2024 Q4	$254K	Buy	+445	New	+$249K	0.18%	113

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whalen Wealth Management's MCK Position: Q1 2025 in Review

Whalen Wealth Management sold out of McKesson (MCK) in Q1 2025, closing a stake of 445 shares — an estimated $254K sold.

Whalen Wealth Management first reported a position in MCK in Q4 2024 and held it in 1 quarter. The position peaked at $254K in Q4 2024. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

Whalen Wealth Management reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
Whalen Wealth Management sold 445 McKesson shares in Q1 2025, an estimated $254K.
Whalen Wealth Management first reported a position in McKesson in Q4 2024 and held it in 1 quarter.
Whalen Wealth Management's McKesson position peaked at $254K in Q4 2024.
1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.