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Synergy Asset Management’s McKesson MCK Stock Holding History

Synergy Asset Management’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 		– Sell
-56
Closed -$27.7K – 531
2024
Q4 		$27.7K Buy
+56
New +$31.4K ﹤0.01% 333
2024
Q3 		– Sell
-349
Closed -$204K – 162
2024
Q2 		$204K Buy
+349
New +$194K 0.03% 129
2022
Q1 		– Sell
-1,768
Closed -$439K – 114
2021
Q4 		$439K Buy
1,768
+59
+3% +$13K 0.1% 67
2021
Q3 		$340K Buy
+1,709
New +$342K 0.08% 69

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

Synergy Asset Management's MCK Position: Q1 2025 in Review

Synergy Asset Management sold out of McKesson (MCK) in Q1 2025, closing a stake of 56 shares — an estimated $27.7K sold.

Synergy Asset Management first reported a position in MCK in Q3 2021 and held it in 4 quarters. The position peaked at $439K in Q4 2021. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Synergy Asset Management reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 56 McKesson shares in Q1 2025, an estimated $27.7K.
  • Synergy Asset Management first reported a position in McKesson in Q3 2021 and held it in 4 quarters.
  • Synergy Asset Management's McKesson position peaked at $439K in Q4 2021.
  • 1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.