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Householder Group Estate & Retirement Specialist’s McKesson MCK Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-246
Closed -$122K – 923
2024
Q3 		$122K Hold
246
– – 0.04% 333
2024
Q2 		$144K Hold
246
– – 0.04% 288
2024
Q1 		$132K Buy
246
+1
+0.4% +$508 0.04% 303
2023
Q4 		$113K Hold
245
– – 0.04% 314
2023
Q3 		$107K Buy
+245
New +$103K 0.04% 305
2023
Q1 		$87K Buy
245
+1
+0.4% +$361 0.03% 337
2022
Q4 		$91K Hold
244
– – 0.14% 80
2022
Q3 		$82K Buy
+244
New +$84.7K 0.03% 299

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Householder Group Estate & Retirement Specialist's MCK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of McKesson (MCK) in Q4 2024, closing a stake of 246 shares — an estimated $122K sold.

Householder Group Estate & Retirement Specialist first reported a position in MCK in Q3 2022 and held it in 8 quarters. The position peaked at $144K in Q2 2024. 1,669 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 246 McKesson shares in Q4 2024, an estimated $122K.
  • Householder Group Estate & Retirement Specialist first reported a position in McKesson in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's McKesson position peaked at $144K in Q2 2024.
  • 1,669 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.