BHPW
MCK icon

Beverly Hills Private Wealth’s McKesson MCK Stock Holding History

Beverly Hills Private Wealth’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
2026
Q1 		$1.25M Sell
1,444
-187
-11% -$167K 0.21% 116
2025
Q4 		$1.34M Buy
1,631
+48
+3% +$39.2K 0.23% 110
2025
Q3 		$1.22M Buy
1,583
+32
+2% +$22.5K 0.22% 114
2025
Q2 		$1.14M Sell
1,551
-1,294
-45% -$913K 0.21% 118
2025
Q1 		$1.91M Buy
2,845
+194
+7% +$120K 0.38% 75
2024
Q4 		$1.51M Buy
2,651
+199
+8% +$111K 0.31% 89
2024
Q3 		$1.21M Buy
2,452
+861
+54% +$479K 0.25% 110
2024
Q2 		$929K Buy
1,591
+516
+48% +$287K 0.2% 122
2024
Q1 		$577K Buy
1,075
+531
+98% +$270K 0.13% 166
2023
Q4 		$252K Buy
+544
New +$247K 0.07% 283

Other funds holding MCK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return