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Oxford Wealth Group’s McKesson MCK Stock Holding History

Oxford Wealth 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
Q4 		$1.28M Buy
2,241
+91
+4% +$51K 0.83% 28
2024
Q3 		$1.06M Sell
2,150
-536
-20% -$298K 0.86% 34
2024
Q2 		$1.57M Buy
2,686
+739
+38% +$411K 1.08% 25
2024
Q1 		$1.05M Buy
+1,947
New +$989K 0.95% 30

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxford Wealth Group's MCK Position: Q4 2024 in Review

Oxford Wealth Group increased its McKesson (MCK) stake by 4.2% in Q4 2024, buying an estimated $51K and bringing the position to 2,241 shares worth $1.28M. The position accounts for 0.83% of the portfolio, ranked #28.

Oxford Wealth Group first reported a position in MCK in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.57M in Q2 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Oxford Wealth Group held 2,241 shares of McKesson worth $1.28M as of Q4 2024.
  • Oxford Wealth Group bought 91 McKesson shares in Q4 2024, an estimated $51K.
  • McKesson made up 0.83% of Oxford Wealth Group's portfolio in Q4 2024, its #28 holding.
  • Oxford Wealth Group first reported a position in McKesson in Q1 2024 and has held it in 4 quarters since.
  • Oxford Wealth Group's McKesson position peaked at $1.57M in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Oxford Wealth Group's 13F filing for Q4 2024, filed 14 Feb 2025.