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Aviso Wealth Management’s McKesson MCK Stock Holding History

Aviso 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
2024
Q4 		– Sell
-587
Closed -$290K – 148
2024
Q3 		$290K Buy
587
+5
+0.9% +$2.78K 0.16% 117
2024
Q2 		$340K Buy
+582
New +$324K 0.2% 102

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviso Wealth Management's MCK Position: Q4 2024 in Review

Aviso Wealth Management sold out of McKesson (MCK) in Q4 2024, closing a stake of 587 shares — an estimated $290K sold.

Aviso Wealth Management first reported a position in MCK in Q2 2024 and held it in 2 quarters. The position peaked at $340K in Q2 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Aviso Wealth Management reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 587 McKesson shares in Q4 2024, an estimated $290K.
  • Aviso Wealth Management first reported a position in McKesson in Q2 2024 and held it in 2 quarters.
  • Aviso Wealth Management's McKesson position peaked at $340K in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Aviso Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.