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Angeles Investment Advisors’s McKesson MCK Stock Holding History

Angeles Investment 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
Q1 		– Sell
-393
Closed -$224K – 127
2024
Q4 		$224K Sell
393
-17
-4% -$9.52K 0.01% 173
2024
Q3 		$203K Sell
410
-23
-5% -$12.8K 0.01% 205
2024
Q2 		$253K Sell
433
-505
-54% -$281K 0.01% 175
2024
Q1 		$504K Sell
938
-313
-25% -$159K 0.03% 113
2023
Q4 		$580K Buy
1,251
+15
+1% +$6.82K 0.04% 82
2023
Q3 		$538K Sell
1,236
-34
-3% -$14.3K 0.04% 69
2023
Q2 		$543K Buy
1,270
+237
+23% +$91.1K 0.05% 60
2023
Q1 		$368K Buy
1,033
+143
+16% +$51.7K 0.03% 90
2022
Q4 		$334K Buy
+890
New +$332K 0.03% 71
2022
Q3 		– Sell
-890
Closed -$291K – 91
2022
Q2 		$291K Hold
890
– – 0.03% 73
2022
Q1 		$273K Sell
890
-786
-47% -$214K 0.02% 98
2021
Q4 		$417K Buy
1,676
+81
+5% +$17.8K 0.02% 138
2021
Q3 		$319K Buy
+1,595
New +$319K 0.02% 156

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

Angeles Investment Advisors's MCK Position: Q1 2025 in Review

Angeles Investment Advisors sold out of McKesson (MCK) in Q1 2025, closing a stake of 393 shares — an estimated $224K sold.

Angeles Investment Advisors first reported a position in MCK in Q3 2021 and held it in 13 quarters. The position peaked at $580K in Q4 2023. 1,753 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Angeles Investment Advisors reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 393 McKesson shares in Q1 2025, an estimated $224K.
  • Angeles Investment Advisors first reported a position in McKesson in Q3 2021 and held it in 13 quarters.
  • Angeles Investment Advisors's McKesson position peaked at $580K in Q4 2023.
  • 1,753 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.