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Brophy Wealth Management’s McKesson MCK Stock Holding History

Brophy 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
Q3 		$219K Buy
+444
New +$247K 0.08% 200

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brophy Wealth Management's MCK Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in McKesson (MCK) in Q3 2024: 444 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #200 among its holdings.

1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Brophy Wealth Management held 444 shares of McKesson worth $219K as of Q3 2024.
  • McKesson was a new Brophy Wealth Management position in Q3 2024.
  • McKesson made up 0.08% of Brophy Wealth Management's portfolio in Q3 2024, its #200 holding.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.