CSWM
MCK icon

Cassady Schiller Wealth Management’s McKesson MCK Stock Holding History

Cassady Schiller 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 		$5.13K Buy
+9
New +$5.04K ﹤0.01% 399
2022
Q1 		– Sell
-5
Closed -$1K – 392
2021
Q4 		$1K Buy
+5
New +$1.1K ﹤0.01% 475

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

Cassady Schiller Wealth Management's MCK Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in McKesson (MCK) in Q4 2024: 9 shares worth $5.13K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MCK as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in MCK in Q4 2021 and has held it in 2 quarters since. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Cassady Schiller Wealth Management held 9 shares of McKesson worth $5.13K as of Q4 2024.
  • McKesson was a new Cassady Schiller Wealth Management position in Q4 2024.
  • McKesson made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #399 holding.
  • Cassady Schiller Wealth Management first reported a position in McKesson in Q4 2021 and has held it in 2 quarters since.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.