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Marcum Wealth’s McKesson MCK Stock Holding History

Marcum Wealth’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
Q1 		$406K Sell
603
-12
-2% -$7.42K 0.04% 223
2024
Q4 		$350K Sell
615
-38
-6% -$21.3K 0.03% 256
2024
Q3 		$323K Sell
653
-99
-13% -$55.1K 0.03% 269
2024
Q2 		$439K Buy
752
+8
+1% +$4.45K 0.04% 217
2024
Q1 		$399K Buy
744
+5
+0.7% +$2.54K 0.04% 225
2023
Q4 		$342K Buy
739
+1
+0.1% +$455 0.04% 230
2023
Q3 		$321K Buy
738
+5
+0.7% +$2.11K 0.04% 234
2023
Q2 		$313K Buy
733
+8
+1% +$3.08K 0.04% 238
2023
Q1 		$258K Sell
725
-21
-3% -$7.58K 0.03% 275
2022
Q4 		$280K Sell
746
-76
-9% -$28.3K 0.04% 255
2022
Q3 		$279K Buy
822
+31
+4% +$10.8K 0.04% 247
2022
Q2 		$258K Buy
791
+6
+0.8% +$1.92K 0.04% 261
2022
Q1 		$240K Sell
785
-89
-10% -$24.2K 0.03% 288
2021
Q4 		$217K Buy
+874
New +$192K 0.03% 312

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marcum Wealth's MCK Position: Q1 2025 in Review

Marcum Wealth reduced its McKesson (MCK) stake by 2% in Q1 2025, selling an estimated $7.42K and leaving 603 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #223.

Marcum Wealth first reported a position in MCK in Q4 2021 and has held it in 14 quarters since. The position peaked at $439K in Q2 2024. 1,753 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Marcum Wealth held 603 shares of McKesson worth $406K as of Q1 2025.
  • Marcum Wealth sold 12 McKesson shares in Q1 2025, an estimated $7.42K.
  • McKesson made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #223 holding.
  • Marcum Wealth first reported a position in McKesson in Q4 2021 and has held it in 14 quarters since.
  • Marcum Wealth's McKesson position peaked at $439K in Q2 2024.
  • 1,753 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.