CWM
MCK icon

Congress Wealth Management’s McKesson MCK Stock Holding History

Congress 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
2025
Q2 		$8.07M Buy
11,008
+8,130
+282% +$5.74M 0.08% 291
2025
Q1 		$1.94M Buy
2,878
+259
+10% +$160K 0.02% 499
2024
Q4 		$1.49M Buy
2,619
+154
+6% +$86.2K 0.02% 455
2024
Q3 		$1.22M Sell
2,465
-74
-3% -$41.2K 0.02% 489
2024
Q2 		$1.48M Buy
2,539
+112
+5% +$62.4K 0.02% 386
2024
Q1 		$1.3M Sell
2,427
-21
-0.9% -$10.7K 0.02% 355
2023
Q4 		$1.13M Buy
2,448
+43
+2% +$19.6K 0.02% 376
2023
Q3 		$1.05M Buy
2,405
+42
+2% +$17.7K 0.02% 371
2023
Q2 		$1.01M Buy
2,363
+39
+2% +$15K 0.02% 337
2023
Q1 		$828K Sell
2,324
-7
-0.3% -$2.53K 0.02% 365
2022
Q4 		$874K Buy
2,331
+8
+0.3% +$2.98K 0.02% 351
2022
Q3 		$789K Sell
2,323
-27
-1% -$9.37K 0.02% 355
2022
Q2 		$766K Sell
2,350
-221
-9% -$70.7K 0.02% 366
2022
Q1 		$787K Buy
+2,571
New +$699K 0.02% 391

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return