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Concourse Financial Group Securities’s McKesson MCK Stock Holding History

Concourse Financial Group Securities’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
-2,220
Closed -$1.3M – 1253
2024
Q4 		$1.3M Sell
2,220
-1,405
-39% -$787K 0.07% 264
2024
Q3 		$1.79M Sell
3,625
-1,115
-24% -$621K 0.11% 192
2024
Q2 		$2.77M Buy
4,740
+228
+5% +$127K 0.17% 129
2024
Q1 		$2.43M Buy
4,512
+63
+1% +$32K 0.16% 137
2023
Q4 		$2.06M Buy
4,449
+173
+4% +$78.7K 0.15% 145
2023
Q3 		$1.86M Buy
4,276
+166
+4% +$70K 0.14% 152
2023
Q2 		$1.76M Buy
4,110
+1,735
+73% +$667K 0.13% 155
2023
Q1 		$847K Buy
2,375
+47
+2% +$17K 0.07% 301
2022
Q4 		$874K Buy
2,328
+87
+4% +$32.4K 0.07% 283
2022
Q3 		$763K Buy
2,241
+1,434
+178% +$498K 0.07% 268
2022
Q2 		$264K Buy
807
+33
+4% +$10.6K 0.02% 532
2022
Q1 		$237K Sell
774
-185
-19% -$50.3K 0.02% 599
2021
Q4 		$239K Sell
959
-61
-6% -$13.4K 0.01% 668
2021
Q3 		$204K Buy
1,020
+168
+20% +$33.6K 0.01% 714
2021
Q2 		$163K Buy
852
+6
+0.7% +$1.16K 0.01% 781
2021
Q1 		$165K Buy
846
+52
+7% +$9.49K 0.01% 746
2020
Q4 		$138K Sell
794
-222
-22% -$37K 0.01% 764
2020
Q3 		$152K Buy
1,016
+141
+16% +$21.4K 0.01% 634
2020
Q2 		$135K Buy
875
+156
+22% +$22.5K 0.01% 622
2020
Q1 		$98K Sell
719
-38
-5% -$5.57K 0.01% 669
2019
Q4 		$105K Buy
757
+323
+74% +$45.7K 0.01% 697
2019
Q3 		$59K Sell
434
-393
-48% -$55.7K 0.01% 570
2019
Q2 		$112K Sell
827
-42
-5% -$5.24K 0.01% 635
2019
Q1 		$101K Buy
869
+104
+14% +$12.8K 0.01% 685
2018
Q4 		$84K Buy
765
+324
+73% +$40.4K 0.01% 670
2018
Q3 		$59K Buy
+441
New +$57.5K 0.02% 554

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

Concourse Financial Group Securities's MCK Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of McKesson (MCK) in Q1 2025, closing a stake of 2,220 shares — an estimated $1.3M sold.

Concourse Financial Group Securities first reported a position in MCK in Q3 2018 and held it in 26 quarters. The position peaked at $2.77M in Q2 2024. 1,753 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,220 McKesson shares in Q1 2025, an estimated $1.3M.
  • Concourse Financial Group Securities first reported a position in McKesson in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's McKesson position peaked at $2.77M in Q2 2024.
  • 1,753 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.