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Transform Wealth’s McKesson MCK Stock Holding History

Transform Wealth’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 		$16.1M Buy
23,919
+91
+0.4% +$56.3K 0.98% 23
2024
Q4 		$13.6M Buy
23,828
+2,798
+13% +$1.57M 0.75% 32
2024
Q3 		$10.4M Buy
21,030
+552
+3% +$307K 0.69% 40
2024
Q2 		$12M Buy
20,478
+652
+3% +$363K 0.9% 29
2024
Q1 		$10.7M Buy
19,826
+513
+3% +$260K 1.01% 31
2023
Q4 		$8.95M Buy
19,313
+465
+2% +$211K 0.87% 32
2023
Q3 		$8.21M Buy
18,848
+636
+3% +$268K 0.87% 31
2023
Q2 		$7.79M Buy
18,212
+4,693
+35% +$1.8M 0.7% 46
2023
Q1 		$4.82M Sell
13,519
-189
-1% -$68.3K 0.45% 74
2022
Q4 		$5.15M Buy
13,708
+446
+3% +$166K 0.58% 60
2022
Q3 		$4.51M Buy
+13,262
New +$4.6M 0.59% 59
2018
Q2 		– Sell
-2,125
Closed -$299K – 224
2018
Q1 		$299K Sell
2,125
-100
-4% -$15.6K 0.06% 201
2017
Q4 		$347K Sell
2,225
-238
-10% -$35.3K 0.06% 208
2017
Q3 		$378K Buy
+2,463
New +$384K 0.13% 165
2017
Q2 		– Sell
-2,425
Closed -$360K – 105
2017
Q1 		$360K Hold
2,425
– – 0.13% 169
2016
Q4 		$341K Buy
2,425
+600
+33% +$88.3K 0.14% 169
2016
Q3 		$304K Sell
1,825
-600
-25% -$112K 0.13% 173
2016
Q2 		$453K Buy
+2,425
New +$425K 0.19% 145

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

Transform Wealth's MCK Position: Q1 2025 in Review

Transform Wealth increased its McKesson (MCK) stake by 0.38% in Q1 2025, buying an estimated $56.3K and bringing the position to 23,919 shares worth $16.1M. The position accounts for 0.98% of the portfolio, ranked #23.

Transform Wealth first reported a position in MCK in Q2 2016 and has held it in 18 quarters since. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Transform Wealth held 23,919 shares of McKesson worth $16.1M as of Q1 2025.
  • Transform Wealth bought 91 McKesson shares in Q1 2025, an estimated $56.3K.
  • McKesson made up 0.98% of Transform Wealth's portfolio in Q1 2025, its #23 holding.
  • Transform Wealth first reported a position in McKesson in Q2 2016 and has held it in 18 quarters since.
  • 1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.