Morningstar Investment Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.9M | Sell |
2,829
-2,637
| -48% | -$1.63M | 0.35% | 72 |
|
|
2024
Q4 | $3.12M | Sell |
5,466
-47,077
| -90% | -$26.4M | 0.28% | 84 |
|
|
2024
Q3 | $25.7M | Sell |
52,543
-112
| -0.2% | -$62.4K | 0.26% | 95 |
|
|
2024
Q2 | $31.2M | Buy |
52,655
+205
| +0.4% | +$114K | 0.34% | 83 |
|
|
2024
Q1 | $28.3M | Sell |
52,450
-53,891
| -51% | -$27.4M | 0.31% | 86 |
|
|
2023
Q4 | $48.7M | Buy |
106,341
+52,488
| +97% | +$23.9M | 0.27% | 91 |
|
|
2023
Q3 | $23.8M | Sell |
53,853
-22,688
| -30% | -$9.56M | 0.3% | 87 |
|
|
2023
Q2 | $32.1M | Sell |
76,541
-1,596
| -2% | -$613K | 0.41% | 71 |
|
|
2023
Q1 | $27.9M | Sell |
78,137
-1,548
| -2% | -$559K | 0.38% | 80 |
|
|
2022
Q4 | $29.8M | Sell |
79,685
-1,793
| -2% | -$669K | 0.41% | 76 |
|
|
2022
Q3 | $31.5M | Sell |
81,478
-24,238
| -23% | -$8.41M | 0.45% | 67 |
|
|
2022
Q2 | $34.5M | Buy |
105,716
+3,761
| +4% | +$1.2M | 0.46% | 61 |
|
|
2022
Q1 | $31.3M | Buy |
101,955
+3,461
| +4% | +$941K | 0.35% | 74 |
|
|
2021
Q4 | $24.5M | Buy |
98,494
+1,025
| +1% | +$225K | 0.27% | 86 |
|
|
2021
Q3 | $20M | Buy |
97,469
+207
| +0.2% | +$41.4K | 0.24% | 97 |
|
|
2021
Q2 | $18.7M | Buy |
97,262
+1,323
| +1% | +$256K | 0.22% | 98 |
|
|
2021
Q1 | $18.9M | Sell |
95,939
-4,385
| -4% | -$800K | 0.25% | 98 |
|
|
2020
Q4 | $17.4M | Sell |
100,324
-4,927
| -5% | -$821K | 0.24% | 97 |
|
|
2020
Q3 | $15.5M | Sell |
105,251
-3,535
| -3% | -$537K | 0.24% | 94 |
|
|
2020
Q2 | $16.5M | Sell |
108,786
-126,439
| -54% | -$18.3M | 0.27% | 88 |
|
|
2020
Q1 | $32.5M | Sell |
235,225
-13,233
| -5% | -$1.94M | 0.59% | 44 |
|
|
2019
Q4 | $34.4M | Sell |
248,458
-4,107
| -2% | -$580K | 0.54% | 59 |
|
|
2019
Q3 | $34.5M | Sell |
252,565
-9,775
| -4% | -$1.39M | 0.58% | 52 |
|
|
2019
Q2 | $35.3M | Sell |
262,340
-58,722
| -18% | -$7.32M | 0.58% | 53 |
|
|
2019
Q1 | $37.6M | Buy |
321,062
+51,043
| +19% | +$6.3M | 0.65% | 46 |
|
|
2018
Q4 | $29.8M | Sell |
270,019
-17,736
| -6% | -$2.21M | 0.58% | 59 |
|
|
2018
Q3 | $38.2M | Sell |
287,755
-6,147
| -2% | -$802K | 0.69% | 48 |
|
|
2018
Q2 | $39.2M | Buy |
293,902
+476
| +0.2% | +$69.6K | 0.74% | 46 |
|
|
2018
Q1 | $41.3M | Buy |
293,426
+26,962
| +10% | +$4.2M | 0.8% | 43 |
|
|
2017
Q4 | $41.6M | Buy |
266,464
+11,764
| +5% | +$1.74M | 0.83% | 46 |
|
|
2017
Q3 | $39.1M | Buy |
254,700
+20,864
| +9% | +$3.26M | 0.85% | 44 |
|
|
2017
Q2 | $38.5M | Buy |
233,836
+27,561
| +13% | +$4.18M | 0.89% | 41 |
|
|
2017
Q1 | $30.6M | Buy |
206,275
+51,198
| +33% | +$7.5M | 0.77% | 44 |
|
|
2016
Q4 | $21.8M | Buy |
155,077
+39,345
| +34% | +$5.79M | 0.71% | 52 |
|
|
2016
Q3 | $19.3M | Buy |
115,732
+77,018
| +199% | +$14.4M | 0.56% | 61 |
|
|
2016
Q2 | $7.28M | Buy |
38,714
+6,846
| +21% | +$1.2M | 0.23% | 97 |
|
|
2016
Q1 | $5.01M | Buy |
+31,868
| New | +$5.15M | 0.17% | 113 |
|
Other funds holding MCK
Morningstar Investment Services's MCK Position: Q1 2025 in Review
Morningstar Investment Services reduced its McKesson (MCK) stake by 48% in Q1 2025, selling an estimated $1.63M and leaving 2,829 shares worth $1.9M. The position accounts for 0.35% of the portfolio, ranked #72.
Morningstar Investment Services first reported a position in MCK in Q1 2016 and has held it in 37 quarters since. The position peaked at $48.7M in Q4 2023. 1,753 funds tracked by Wall St. Rank hold MCK as of Q1 2025.
- Morningstar Investment Services held 2,829 shares of McKesson worth $1.9M as of Q1 2025.
- Morningstar Investment Services sold 2,637 McKesson shares in Q1 2025, an estimated $1.63M.
- McKesson made up 0.35% of Morningstar Investment Services's portfolio in Q1 2025, its #72 holding.
- Morningstar Investment Services first reported a position in McKesson in Q1 2016 and has held it in 37 quarters since.
- Morningstar Investment Services's McKesson position peaked at $48.7M in Q4 2023.
- 1,753 funds tracked by Wall St. Rank held McKesson as of Q1 2025.
Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.