9258 Wealth Management’s McKesson MCK Stock Holding History

9258 Wealth Management’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 Q3	–	Sell	-369	Closed	-$216K	–	361
2024 Q2	$216K	Buy	+369	New	+$205K	0.03%	322

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's MCK Position: Q3 2024 in Review

9258 Wealth Management sold out of McKesson (MCK) in Q3 2024, closing a stake of 369 shares — an estimated $216K sold.

9258 Wealth Management first reported a position in MCK in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

9258 Wealth Management reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
9258 Wealth Management sold 369 McKesson shares in Q3 2024, an estimated $216K.
9258 Wealth Management first reported a position in McKesson in Q2 2024 and held it in 1 quarter.
9258 Wealth Management's McKesson position peaked at $216K in Q2 2024.
1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.