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Beach Investment Counsel’s McKesson MCK Stock Holding History

Beach Investment Counsel’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 		$269K Hold
400
– – 0.04% 110
2024
Q4 		$228K Hold
400
– – 0.03% 114
2024
Q3 		$198K Hold
400
– – 0.02% 132
2024
Q2 		$234K Buy
+400
New +$223K 0.03% 123

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

Beach Investment Counsel's MCK Position: Q1 2025 in Review

Beach Investment Counsel held its McKesson (MCK) position steady in Q1 2025 at 400 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #110.

Beach Investment Counsel first reported a position in MCK in Q2 2024 and has held it in 4 quarters since. 1,753 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Beach Investment Counsel held 400 shares of McKesson worth $269K as of Q1 2025.
  • Beach Investment Counsel left its McKesson share count unchanged in Q1 2025.
  • McKesson made up 0.04% of Beach Investment Counsel's portfolio in Q1 2025, its #110 holding.
  • Beach Investment Counsel first reported a position in McKesson in Q2 2024 and has held it in 4 quarters since.
  • 1,753 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.