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Bleakley Financial Group’s McKesson MCK Stock Holding History

Bleakley Financial Group’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
-4,760
Closed -$2.71M – 790
2024
Q4 		$2.71M Buy
4,760
+1,351
+40% +$757K 0.08% 205
2024
Q3 		$1.69M Sell
3,409
-19,564
-85% -$10.9M 0.05% 285
2024
Q2 		$13.4M Sell
22,973
-104
-0.5% -$57.9K 0.39% 47
2024
Q1 		$12.4M Sell
23,077
-6,431
-22% -$3.27M 0.36% 52
2023
Q4 		$13.7M Buy
29,508
+147
+0.5% +$66.8K 0.43% 42
2023
Q3 		$12.8M Buy
29,361
+6,637
+29% +$2.8M 0.45% 40
2023
Q2 		$9.71M Sell
22,724
-4,229
-16% -$1.63M 0.3% 61
2023
Q1 		$9.6M Buy
26,953
+492
+2% +$178K 0.32% 61
2022
Q4 		$9.93M Buy
+26,461
New +$9.87M 0.35% 54

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

Bleakley Financial Group's MCK Position: Q1 2025 in Review

Bleakley Financial Group sold out of McKesson (MCK) in Q1 2025, closing a stake of 4,760 shares — an estimated $2.71M sold.

Bleakley Financial Group first reported a position in MCK in Q4 2022 and held it in 9 quarters. The position peaked at $13.7M in Q4 2023. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Bleakley Financial Group reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 4,760 McKesson shares in Q1 2025, an estimated $2.71M.
  • Bleakley Financial Group first reported a position in McKesson in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's McKesson position peaked at $13.7M in Q4 2023.
  • 1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.