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Orion Portfolio Solutions’s McKesson MCK Stock Holding History

Orion Portfolio Solutions’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 		$12M Sell
17,879
-1,409
-7% -$871K 0.12% 155
2024
Q4 		$11M Sell
19,288
-853
-4% -$478K 0.11% 169
2024
Q3 		$9.96M Buy
20,141
+1,108
+6% +$617K 0.1% 202
2024
Q2 		$11.1M Sell
19,033
-1,409
-7% -$784K 0.12% 169
2024
Q1 		$11M Sell
20,442
-1,157
-5% -$587K 0.12% 176
2023
Q4 		$10.3M Sell
21,599
-1,166
-5% -$530K 0.12% 173
2023
Q3 		$9.9M Sell
22,765
-507
-2% -$214K 0.12% 165
2023
Q2 		$9.94M Sell
23,272
-515
-2% -$198K 0.11% 189
2023
Q1 		$8.47M Buy
23,787
+22,051
+1,270% +$7.97M 0.1% 180
2022
Q4 		$651K Buy
1,736
+275
+19% +$103K 0.02% 419
2022
Q3 		$497K Buy
1,461
+189
+15% +$65.6K 0.02% 423
2022
Q2 		$415K Buy
1,272
+54
+4% +$17.3K 0.02% 451
2022
Q1 		$373K Buy
1,218
+190
+18% +$51.7K 0.01% 508
2021
Q4 		$256K Buy
+1,028
New +$226K 0.01% 615
2020
Q3 		– Sell
-732
Closed -$112K – 1386
2020
Q2 		$112K Buy
732
+163
+29% +$23.5K 0.01% 525
2020
Q1 		$77K Buy
569
+73
+15% +$10.7K 0.01% 500
2019
Q4 		$69K Buy
+496
New +$70.1K 0.01% 485

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

Orion Portfolio Solutions's MCK Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its McKesson (MCK) stake by 7.3% in Q1 2025, selling an estimated $871K and leaving 17,879 shares worth $12M. The position accounts for 0.12% of the portfolio, ranked #155.

Orion Portfolio Solutions first reported a position in MCK in Q4 2019 and has held it in 17 quarters since. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Orion Portfolio Solutions held 17,879 shares of McKesson worth $12M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,409 McKesson shares in Q1 2025, an estimated $871K.
  • McKesson made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #155 holding.
  • Orion Portfolio Solutions first reported a position in McKesson in Q4 2019 and has held it in 17 quarters since.
  • 1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.