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Waldron Private Wealth’s McKesson MCK Stock Holding History

Waldron Private 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 		– Sell
-1,430
Closed -$816K – 370
2024
Q4 		$816K Buy
1,430
+95
+7% +$53.2K 0.03% 192
2024
Q3 		$661K Buy
1,335
+416
+45% +$232K 0.03% 218
2024
Q2 		$537K Buy
919
+1
+0.1% +$557 0.02% 221
2024
Q1 		$493K Buy
918
+11
+1% +$5.58K 0.02% 242
2023
Q4 		$420K Buy
907
+145
+19% +$65.9K 0.02% 255
2023
Q3 		$332K Sell
762
-3
-0.4% -$1.26K 0.02% 270
2023
Q2 		$327K Sell
765
-414
-35% -$159K 0.02% 275
2023
Q1 		$420K Buy
1,179
+73
+7% +$26.4K 0.02% 279
2022
Q4 		$376K Hold
1,106
– – 0.02% 272
2022
Q3 		$376K Buy
1,106
+56
+5% +$19.4K 0.02% 272
2022
Q2 		$342K Buy
1,050
+128
+14% +$41K 0.02% 285
2022
Q1 		$282K Buy
922
+19
+2% +$5.17K 0.01% 328
2021
Q4 		$224K Buy
+903
New +$198K 0.01% 351

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

Waldron Private Wealth's MCK Position: Q1 2025 in Review

Waldron Private Wealth sold out of McKesson (MCK) in Q1 2025, closing a stake of 1,430 shares — an estimated $816K sold.

Waldron Private Wealth first reported a position in MCK in Q4 2021 and held it in 13 quarters. The position peaked at $816K in Q4 2024. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Waldron Private Wealth reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 1,430 McKesson shares in Q1 2025, an estimated $816K.
  • Waldron Private Wealth first reported a position in McKesson in Q4 2021 and held it in 13 quarters.
  • Waldron Private Wealth's McKesson position peaked at $816K in Q4 2024.
  • 1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.