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Wolf Group Capital Advisors’s McKesson MCK Stock Holding History

Wolf Group Capital Advisors’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 		$1.65M Buy
+2,453
New +$1.52M 0.55% 57
2017
Q4 		– Sell
-6,691
Closed -$981K – 106
2017
Q3 		$981K Sell
6,691
-1,311
-16% -$205K 0.68% 62
2017
Q2 		$1.32M Sell
8,002
-284
-3% -$43.1K 1.01% 43
2017
Q1 		$1.23M Sell
8,286
-696
-8% -$102K 0.81% 50
2016
Q4 		$1.26M Sell
8,982
-5,360
-37% -$788K 0.85% 51
2016
Q3 		$2.39M Sell
14,342
-1,866
-12% -$348K 1.67% 21
2016
Q2 		$3.02M Sell
16,208
-447
-3% -$78.4K 2.23% 11
2016
Q1 		$2.62M Buy
16,655
+926
+6% +$150K 1.97% 16
2015
Q4 		$3.1M Buy
15,729
+8,512
+118% +$1.61M 2.31% 7
2015
Q3 		$1.33M Buy
7,217
+310
+4% +$65.7K 1.07% 40
2015
Q2 		$1.55M Buy
6,907
+36
+0.5% +$8.32K 1.03% 40
2015
Q1 		$1.55M Buy
6,871
+345
+5% +$76.5K 1.07% 38
2014
Q4 		$1.35M Buy
6,526
+1,171
+22% +$238K 0.98% 38
2014
Q3 		$1.04M Buy
5,355
+125
+2% +$24.1K 0.78% 53
2014
Q2 		$974K Buy
5,230
+371
+8% +$66K 0.71% 58
2014
Q1 		$858K Buy
4,859
+116
+2% +$20.3K 0.66% 61
2013
Q4 		$766K Buy
+4,743
New +$728K 0.62% 60

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

Wolf Group Capital Advisors's MCK Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in McKesson (MCK) in Q1 2025: 2,453 shares worth $1.65M. The stake represents 0.55% of the portfolio and ranks #57 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in MCK as recently as Q3 2017.

Wolf Group Capital Advisors first reported a position in MCK in Q4 2013 and has held it in 17 quarters since. The position peaked at $3.1M in Q4 2015. 1,753 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Wolf Group Capital Advisors held 2,453 shares of McKesson worth $1.65M as of Q1 2025.
  • McKesson was a new Wolf Group Capital Advisors position in Q1 2025.
  • McKesson made up 0.55% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #57 holding.
  • Wolf Group Capital Advisors first reported a position in McKesson in Q4 2013 and has held it in 17 quarters since.
  • Wolf Group Capital Advisors's McKesson position peaked at $3.1M in Q4 2015.
  • 1,753 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.