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Private Advisory Group’s McKesson MCK Stock Holding History

Private Advisory 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 		– Sell
-1,582
Closed -$782K – 230
2024
Q3 		$782K Sell
1,582
-11
-0.7% -$6.13K 0.09% 137
2024
Q2 		$930K Buy
1,593
+1,102
+224% +$613K 0.12% 110
2024
Q1 		$264K Sell
491
-1,121
-70% -$569K 0.04% 164
2023
Q4 		$746K Buy
1,612
+771
+92% +$351K 0.13% 121
2023
Q3 		$366K Buy
841
+49
+6% +$20.6K 0.07% 162
2023
Q2 		$338K Sell
792
-169
-18% -$65K 0.07% 176
2023
Q1 		$342K Sell
961
-3,392
-78% -$1.23M 0.07% 165
2022
Q4 		$1.63M Sell
4,353
-2,900
-40% -$1.08M 0.36% 67
2022
Q3 		$2.46M Buy
7,253
+3,196
+79% +$1.11M 0.56% 48
2022
Q2 		$1.32M Buy
4,057
+3,288
+428% +$1.05M 0.3% 70
2022
Q1 		$235K Buy
+769
New +$209K 0.05% 150

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

Private Advisory Group's MCK Position: Q4 2024 in Review

Private Advisory Group sold out of McKesson (MCK) in Q4 2024, closing a stake of 1,582 shares — an estimated $782K sold.

Private Advisory Group first reported a position in MCK in Q1 2022 and held it in 11 quarters. The position peaked at $2.46M in Q3 2022. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Private Advisory Group reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Private Advisory Group sold 1,582 McKesson shares in Q4 2024, an estimated $782K.
  • Private Advisory Group first reported a position in McKesson in Q1 2022 and held it in 11 quarters.
  • Private Advisory Group's McKesson position peaked at $2.46M in Q3 2022.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

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