SWP
MCK icon

Significant Wealth Partners’s McKesson MCK Stock Holding History

Significant Wealth Partners’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
-488
Closed -$241K – 103
2024
Q3 		$241K Buy
488
+48
+11% +$26.7K 0.12% 61
2024
Q2 		$257K Buy
+440
New +$245K 0.14% 52

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Significant Wealth Partners's MCK Position: Q4 2024 in Review

Significant Wealth Partners sold out of McKesson (MCK) in Q4 2024, closing a stake of 488 shares — an estimated $241K sold.

Significant Wealth Partners first reported a position in MCK in Q2 2024 and held it in 2 quarters. The position peaked at $257K in Q2 2024. 1,672 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Significant Wealth Partners reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 488 McKesson shares in Q4 2024, an estimated $241K.
  • Significant Wealth Partners first reported a position in McKesson in Q2 2024 and held it in 2 quarters.
  • Significant Wealth Partners's McKesson position peaked at $257K in Q2 2024.
  • 1,672 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.