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Schechter Investment Advisors’s McKesson MCK Stock Holding History

Schechter Investment Advisors’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 		$3.45M Sell
5,124
-405
-7% -$250K 0.28% 71
2024
Q4 		$3.15M Buy
5,529
+262
+5% +$147K 0.24% 81
2024
Q3 		$2.6M Sell
5,267
-254
-5% -$141K 0.19% 96
2024
Q2 		$3.22M Sell
5,521
-17
-0.3% -$9.46K 0.24% 74
2024
Q1 		$2.97M Buy
5,538
+994
+22% +$505K 0.22% 80
2023
Q4 		$2.1M Sell
4,544
-108
-2% -$49.1K 0.18% 108
2023
Q3 		$2.02M Buy
4,652
+219
+5% +$92.3K 0.2% 101
2023
Q2 		$1.89M Buy
4,433
+338
+8% +$130K 0.17% 115
2023
Q1 		$1.46M Sell
4,095
-165
-4% -$59.6K 0.13% 181
2022
Q4 		$1.6M Sell
4,260
-132
-3% -$49.2K 0.15% 159
2022
Q3 		$1.49M Sell
4,392
-737
-14% -$256K 0.15% 162
2022
Q2 		$1.67M Sell
5,129
-720
-12% -$230K 0.16% 125
2022
Q1 		$1.79M Sell
5,849
-1,315
-18% -$358K 0.17% 125
2021
Q4 		$1.78M Buy
+7,164
New +$1.57M 0.16% 142

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

Schechter Investment Advisors's MCK Position: Q1 2025 in Review

Schechter Investment Advisors reduced its McKesson (MCK) stake by 7.3% in Q1 2025, selling an estimated $250K and leaving 5,124 shares worth $3.45M. The position accounts for 0.28% of the portfolio, ranked #71.

Schechter Investment Advisors first reported a position in MCK in Q4 2021 and has held it in 14 quarters since. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Schechter Investment Advisors held 5,124 shares of McKesson worth $3.45M as of Q1 2025.
  • Schechter Investment Advisors sold 405 McKesson shares in Q1 2025, an estimated $250K.
  • McKesson made up 0.28% of Schechter Investment Advisors's portfolio in Q1 2025, its #71 holding.
  • Schechter Investment Advisors first reported a position in McKesson in Q4 2021 and has held it in 14 quarters since.
  • 1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.