Virtus Investment Advisers’s McKesson MCK Stock Holding History

Virtus Investment Advisers’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	-298	Closed	-$170K	–	594
2024 Q4	$170K	Hold	298	–	–	0.13%	211
2024 Q3	$147K	Hold	298	–	–	0.12%	220
2024 Q2	$174K	Sell	298 -154	-34%	-$85.7K	0.15%	196
2024 Q1	$243K	Sell	452 -48	-10%	-$24.4K	0.17%	163
2023 Q4	$231K	Buy	+500	New	+$227K	0.17%	162
2018 Q1	–	Sell	-910	Closed	-$142K	–	277
2017 Q4	$142K	Sell	910 -47	-5%	-$6.96K	0.02%	443
2017 Q3	$147K	Sell	957 -107	-10%	-$16.7K	0.02%	444
2017 Q2	$175K	Sell	1,064 -141	-12%	-$21.4K	0.02%	433
2017 Q1	$179K	Buy	+1,205	New	+$176K	0.02%	415
2016 Q4	–	Sell	-32,826	Closed	-$5.47M	–	511
2016 Q3	$5.47M	Buy	+32,826	New	+$6.12M	0.35%	93

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Virtus Investment Advisers's MCK Position: Q1 2025 in Review

Virtus Investment Advisers sold out of McKesson (MCK) in Q1 2025, closing a stake of 298 shares — an estimated $170K sold.

Virtus Investment Advisers first reported a position in MCK in Q3 2016 and held it in 10 quarters. The position peaked at $5.47M in Q3 2016. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

Virtus Investment Advisers reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 298 McKesson shares in Q1 2025, an estimated $170K.
Virtus Investment Advisers first reported a position in McKesson in Q3 2016 and held it in 10 quarters.
Virtus Investment Advisers's McKesson position peaked at $5.47M in Q3 2016.
1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.