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Kades & Cheifetz’s McKesson MCK Stock Holding History

Kades & Cheifetz’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 		$362K Buy
635
+1
+0.2% +$560 0.19% 80
2024
Q3 		$313K Buy
634
+1
+0.2% +$557 0.18% 77
2024
Q2 		$370K Hold
633
– – 0.23% 66
2024
Q1 		$340K Sell
633
-22
-3% -$11.2K 0.22% 67
2023
Q4 		$303K Buy
655
+1
+0.2% +$455 0.21% 68
2023
Q3 		$284K Hold
654
– – 0.23% 61
2023
Q2 		$279K Hold
654
– – 0.21% 65
2023
Q1 		$233K Hold
654
– – 0.18% 72
2022
Q4 		$245K Buy
+654
New +$244K 0.21% 71

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

Kades & Cheifetz's MCK Position: Q4 2024 in Review

Kades & Cheifetz increased its McKesson (MCK) stake by 0.16% in Q4 2024, buying an estimated $560 and bringing the position to 635 shares worth $362K. The position accounts for 0.19% of the portfolio, ranked #80.

Kades & Cheifetz first reported a position in MCK in Q4 2022 and has held it in 9 quarters since. The position peaked at $370K in Q2 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Kades & Cheifetz held 635 shares of McKesson worth $362K as of Q4 2024.
  • Kades & Cheifetz bought 1 McKesson share in Q4 2024, an estimated $560.
  • McKesson made up 0.19% of Kades & Cheifetz's portfolio in Q4 2024, its #80 holding.
  • Kades & Cheifetz first reported a position in McKesson in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's McKesson position peaked at $370K in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.