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Levy Wealth Management Group’s McKesson MCK Stock Holding History

Levy Wealth Management 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
Q2 		$677K Buy
1,160
+3
+0.3% +$1.67K 0.17% 47
2024
Q1 		$536K Hold
1,157
– – 0.15% 54
2023
Q4 		$536K Buy
1,157
+2
+0.2% +$909 0.15% 54
2023
Q3 		$502K Buy
1,155
+1
+0.1% +$421 0.16% 54
2023
Q2 		$493K Buy
1,154
+2
+0.2% +$769 0.15% 58
2023
Q1 		$410K Buy
1,152
+2
+0.2% +$722 0.13% 61
2022
Q4 		$432K Buy
1,150
+269
+31% +$100K 0.14% 55
2022
Q3 		$299K Buy
+881
New +$306K 0.13% 61

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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Levy Wealth Management Group's MCK Position: Q2 2024 in Review

Levy Wealth Management Group increased its McKesson (MCK) stake by 0.26% in Q2 2024, buying an estimated $1.67K and bringing the position to 1,160 shares worth $677K. The position accounts for 0.17% of the portfolio, ranked #47.

Levy Wealth Management Group first reported a position in MCK in Q3 2022 and has held it in 8 quarters since. 1,633 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • Levy Wealth Management Group held 1,160 shares of McKesson worth $677K as of Q2 2024.
  • Levy Wealth Management Group bought 3 McKesson shares in Q2 2024, an estimated $1.67K.
  • McKesson made up 0.17% of Levy Wealth Management Group's portfolio in Q2 2024, its #47 holding.
  • Levy Wealth Management Group first reported a position in McKesson in Q3 2022 and has held it in 8 quarters since.
  • 1,633 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.