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Adero Partners’s McKesson MCK Stock Holding History

Adero Partners’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 		$576K Buy
856
+28
+3% +$17.3K 0.04% 117
2024
Q4 		$472K Buy
828
+31
+4% +$17.4K 0.03% 129
2024
Q3 		$394K Sell
797
-12
-1% -$6.68K 0.03% 139
2024
Q2 		$472K Buy
809
+2
+0.2% +$1.11K 0.03% 121
2024
Q1 		$433K Sell
807
-175
-18% -$88.9K 0.03% 126
2023
Q4 		$455K Buy
982
+7
+0.7% +$3.18K 0.04% 119
2023
Q3 		$424K Hold
975
– – 0.04% 116
2023
Q2 		$417K Sell
975
-6
-0.6% -$2.31K 0.04% 113
2023
Q1 		$349K Hold
981
– – 0.04% 122
2022
Q4 		$368K Buy
+981
New +$366K 0.04% 116

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Adero Partners's MCK Position: Q1 2025 in Review

Adero Partners increased its McKesson (MCK) stake by 3.4% in Q1 2025, buying an estimated $17.3K and bringing the position to 856 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #117.

Adero Partners first reported a position in MCK in Q4 2022 and has held it in 10 quarters since. 1,753 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Adero Partners held 856 shares of McKesson worth $576K as of Q1 2025.
  • Adero Partners bought 28 McKesson shares in Q1 2025, an estimated $17.3K.
  • McKesson made up 0.04% of Adero Partners's portfolio in Q1 2025, its #117 holding.
  • Adero Partners first reported a position in McKesson in Q4 2022 and has held it in 10 quarters since.
  • 1,753 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.