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New Century Financial Group’s McKesson MCK Stock Holding History

New Century Financial 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
2025
Q1 		– Sell
-466
Closed -$269K – 246
2024
Q4 		$269K Sell
466
-945
-67% -$529K 0.11% 235
2024
Q3 		$698K Sell
1,411
-17
-1% -$9.47K 0.26% 122
2024
Q2 		$834K Buy
+1,428
New +$795K 0.35% 82

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

New Century Financial Group's MCK Position: Q1 2025 in Review

New Century Financial Group sold out of McKesson (MCK) in Q1 2025, closing a stake of 466 shares — an estimated $269K sold.

New Century Financial Group first reported a position in MCK in Q2 2024 and held it in 3 quarters. The position peaked at $834K in Q2 2024. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • New Century Financial Group reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 466 McKesson shares in Q1 2025, an estimated $269K.
  • New Century Financial Group first reported a position in McKesson in Q2 2024 and held it in 3 quarters.
  • New Century Financial Group's McKesson position peaked at $834K in Q2 2024.
  • 1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.