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Birchcreek Wealth Management’s McKesson MCK Stock Holding History

Birchcreek 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
-490
Closed -$242K – 128
2024
Q3 		$242K Buy
490
+49
+11% +$27.3K 0.16% 102
2024
Q2 		$258K Buy
441
+27
+7% +$15K 0.15% 127
2024
Q1 		$222K Buy
+414
New +$210K 0.12% 144

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

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

Birchcreek Wealth Management sold out of McKesson (MCK) in Q4 2024, closing a stake of 490 shares — an estimated $242K sold.

Birchcreek Wealth Management first reported a position in MCK in Q1 2024 and held it in 3 quarters. The position peaked at $258K in Q2 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Birchcreek Wealth Management reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 490 McKesson shares in Q4 2024, an estimated $242K.
  • Birchcreek Wealth Management first reported a position in McKesson in Q1 2024 and held it in 3 quarters.
  • Birchcreek Wealth Management's McKesson position peaked at $258K in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Birchcreek Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.