Financially Speaking Inc MCK β€” MCKESSON CORP

Ownership history in Financially Speaking Inc  Β·  4 quarters on record

AI Ownership Summary

Financially Speaking Inc reported MCKESSON CORP (MCK) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q4. The latest visible filing shows MCK at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financially Speaking Inc's position in MCKESSON CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MCK was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financially Speaking Inc held MCK β€” position size vs. price
% of Fund (quarterly)    MCK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 800 β€” 0% 0.42% $656K 2026-02-10 $934.43
2025 Q3 UNCHANGED β€” β€” β€” 800 β€” 0% 0.41% $618K 2025-11-06 $857.10
2025 Q2 REDUCED 20.0% +4.1% ❌ 800 -200 -20.0% 0.39% $586K 2025-08-07 $661.29
2024 Q4 INITIATED β€” β€” β€” 1,000 β€” β€” 0.39% $570K 2025-02-11 $607.33

FAQ About Financially Speaking Inc and MCK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financially Speaking Inc reported owning MCK?

Financially Speaking Inc reported MCK across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MCK position in Financially Speaking Inc's portfolio?

The largest reported portfolio weight for MCK was 0.42% in 2025 Q4.

What is the latest reported MCK position on this page?

The most recent filing on this page is 2025 Q4, when Financially Speaking Inc reported 800 shares, equal to 0.42% of portfolio, with an estimated market value of $656K.

What does the chart on this MCK ownership page compare?

The chart compares Financially Speaking Inc's quarterly MCK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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