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Wright Investors Service’s McKesson MCK Stock Holding History

Wright Investors Service’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
-647
Closed -$369K – 147
2024
Q4 		$369K Sell
647
-2,757
-81% -$1.54M 0.12% 123
2024
Q3 		$1.68M Sell
3,404
-2,420
-42% -$1.35M 0.44% 66
2024
Q2 		$3.4M Sell
5,824
-6
-0.1% -$3.34K 0.9% 31
2024
Q1 		$3.13M Sell
5,830
-72
-1% -$36.6K 0.79% 40
2023
Q4 		$2.73M Buy
5,902
+1,673
+40% +$761K 0.77% 45
2023
Q3 		$1.84M Sell
4,229
-8
-0.2% -$3.37K 0.53% 59
2023
Q2 		$1.81M Sell
4,237
-1,169
-22% -$449K 0.51% 65
2023
Q1 		$1.92M Sell
5,406
-2,304
-30% -$832K 0.55% 66
2022
Q4 		$2.89M Sell
7,710
-3,093
-29% -$1.15M 0.83% 42
2022
Q3 		$3.67M Sell
10,803
-2,371
-18% -$823K 1.15% 24
2022
Q2 		$4.3M Buy
13,174
+445
+3% +$142K 1.23% 19
2022
Q1 		$3.9M Sell
12,729
-3,748
-23% -$1.02M 0.97% 31
2021
Q4 		$4.1M Buy
16,477
+3,949
+32% +$867K 1.04% 30
2021
Q3 		$2.5M Buy
12,528
+8,623
+221% +$1.72M 0.71% 45
2021
Q2 		$747K Sell
3,905
-6,745
-63% -$1.3M 0.2% 117
2021
Q1 		$2.08M Buy
10,650
+6,925
+186% +$1.26M 0.63% 52
2020
Q4 		$648K Buy
+3,725
New +$620K 0.22% 110
2014
Q3 		– Sell
-1,978
Closed -$368K – 211
2014
Q2 		$368K Sell
1,978
-561
-22% -$99.8K 0.17% 165
2014
Q1 		$448K Sell
2,539
-81
-3% -$14.2K 0.2% 153
2013
Q4 		$423K Buy
2,620
+1
+0% +$154 0.19% 156
2013
Q3 		$336K Hold
2,619
– – 0.15% 178
2013
Q2 		$300K Buy
+2,619
New +$292K 0.14% 176

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

Wright Investors Service's MCK Position: Q1 2025 in Review

Wright Investors Service sold out of McKesson (MCK) in Q1 2025, closing a stake of 647 shares — an estimated $369K sold.

Wright Investors Service first reported a position in MCK in Q2 2013 and held it in 22 quarters. The position peaked at $4.3M in Q2 2022. 1,753 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Wright Investors Service reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • Wright Investors Service sold 647 McKesson shares in Q1 2025, an estimated $369K.
  • Wright Investors Service first reported a position in McKesson in Q2 2013 and held it in 22 quarters.
  • Wright Investors Service's McKesson position peaked at $4.3M in Q2 2022.
  • 1,753 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Wright Investors Service's 13F filing for Q1 2025, filed 9 Apr 2025.