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Wood Tarver Financial Group’s McKesson MCK Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-3
Closed -$2K – 432
2025
Q2 		$2K Hold
3
– – ﹤0.01% 520
2025
Q1 		$2.02K Hold
3
– – ﹤0.01% 525
2024
Q4 		$1K Buy
+3
New +$1.68K ﹤0.01% 554

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Wood Tarver Financial Group's MCK Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of McKesson (MCK) in Q3 2025, closing a stake of 3 shares — an estimated $2K sold.

Wood Tarver Financial Group first reported a position in MCK in Q4 2024 and held it in 3 quarters. The position peaked at $2.02K in Q1 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 3 McKesson shares in Q3 2025, an estimated $2K.
  • Wood Tarver Financial Group first reported a position in McKesson in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's McKesson position peaked at $2.02K in Q1 2025.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.