Lake Street Advisors Group’s McKesson MCK Stock Holding History

Lake Street Advisors Group’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	$1.19M	Buy	2,092 +99	+5%	+$55.4K	0.06%	201
2024 Q3	$987K	Sell	1,993 -33	-2%	-$18.4K	0.05%	218
2024 Q2	$1.18M	Sell	2,026 -37	-2%	-$20.6K	0.06%	190
2024 Q1	$1.11M	Buy	2,063 +5	+0.2%	+$2.54K	0.05%	212
2023 Q4	$954K	Buy	+2,058	New	+$936K	0.05%	228
2021 Q3	–	Sell	-1,397	Closed	-$277K	–	346
2021 Q2	$277K	Buy	1,397 +140	+11%	+$27K	0.02%	259
2021 Q1	$245K	Buy	1,257 +10	+0.8%	+$1.82K	0.02%	266
2020 Q4	$217K	Buy	+1,247	New	+$208K	0.02%	280
2018 Q2	–	Sell	-2,127	Closed	-$300K	–	348
2018 Q1	$300K	Buy	2,127 +97	+5%	+$15.1K	0.03%	197
2017 Q4	$317K	Buy	+2,030	New	+$301K	0.04%	208

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's MCK Position: Q4 2024 in Review

Lake Street Advisors Group increased its McKesson (MCK) stake by 5% in Q4 2024, buying an estimated $55.4K and bringing the position to 2,092 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #201.

Lake Street Advisors Group first reported a position in MCK in Q4 2017 and has held it in 10 quarters since. 1,669 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

Lake Street Advisors Group held 2,092 shares of McKesson worth $1.19M as of Q4 2024.
Lake Street Advisors Group bought 99 McKesson shares in Q4 2024, an estimated $55.4K.
McKesson made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #201 holding.
Lake Street Advisors Group first reported a position in McKesson in Q4 2017 and has held it in 10 quarters since.
1,669 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.