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WR Wealth Planners’s McKesson MCK Stock Holding History

WR Wealth Planners’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 		$60.4K Sell
106
-9
-8% -$5.04K 0.02% 296
2024
Q3 		$56.9K Buy
115
+8
+7% +$4.46K 0.02% 325
2024
Q2 		$62.5K Buy
107
+13
+14% +$7.24K 0.02% 302
2024
Q1 		$50.5K Buy
+94
New +$47.7K 0.02% 332
2023
Q4 		– Sell
-11
Closed -$4.78K – 581
2023
Q3 		$4.78K Hold
11
– – ﹤0.01% 683
2023
Q2 		$4.7K Buy
+11
New +$4.23K ﹤0.01% 688

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

WR Wealth Planners's MCK Position: Q4 2024 in Review

WR Wealth Planners reduced its McKesson (MCK) stake by 7.8% in Q4 2024, selling an estimated $5.04K and leaving 106 shares worth $60.4K. The position accounts for 0.02% of the portfolio, ranked #296.

WR Wealth Planners first reported a position in MCK in Q2 2023 and has held it in 6 quarters since. The position peaked at $62.5K in Q2 2024. 1,669 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • WR Wealth Planners held 106 shares of McKesson worth $60.4K as of Q4 2024.
  • WR Wealth Planners sold 9 McKesson shares in Q4 2024, an estimated $5.04K.
  • McKesson made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #296 holding.
  • WR Wealth Planners first reported a position in McKesson in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's McKesson position peaked at $62.5K in Q2 2024.
  • 1,669 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.