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VisionPoint Advisory Group’s McKesson MCK Stock Holding History

VisionPoint Advisory Group’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
-2,028
Closed -$1M – 306
2024
Q3 		$1M Buy
2,028
+153
+8% +$85.2K 0.34% 84
2024
Q2 		$1.1M Buy
1,875
+165
+10% +$91.9K 0.39% 70
2024
Q1 		$918K Sell
1,710
-1,942
-53% -$986K 0.33% 82
2023
Q4 		$1.69M Buy
3,652
+247
+7% +$112K 0.62% 46
2023
Q3 		$1.48M Buy
3,405
+415
+14% +$175K 0.63% 46
2023
Q2 		$1.28M Buy
2,990
+1,244
+71% +$478K 0.52% 55
2023
Q1 		$620K Buy
1,746
+1,085
+164% +$392K 0.27% 76
2022
Q4 		$243K Buy
+661
New +$247K 0.1% 121

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VisionPoint Advisory Group's MCK Position: Q4 2024 in Review

VisionPoint Advisory Group sold out of McKesson (MCK) in Q4 2024, closing a stake of 2,028 shares — an estimated $1M sold.

VisionPoint Advisory Group first reported a position in MCK in Q4 2022 and held it in 8 quarters. The position peaked at $1.69M in Q4 2023. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • VisionPoint Advisory Group reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,028 McKesson shares in Q4 2024, an estimated $1M.
  • VisionPoint Advisory Group first reported a position in McKesson in Q4 2022 and held it in 8 quarters.
  • VisionPoint Advisory Group's McKesson position peaked at $1.69M in Q4 2023.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on VisionPoint Advisory Group's 13F filing for Q4 2024, filed 3 Feb 2025.