Advisory Research’s McKesson MCK Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-929	Closed	-$404K	–	419
2023 Q3	$404K	Buy	929 +446	+92%	+$188K	0.06%	306
2023 Q2	$206K	Buy	+483	New	+$186K	0.03%	428
2017 Q3	–	Sell	-1,220	Closed	-$201K	–	458
2017 Q2	$201K	Buy	+1,220	New	+$185K	﹤0.01%	423
2014 Q2	–	Sell	-391	Closed	-$69K	–	534
2014 Q1	$69K	Buy	+391	New	+$68.3K	﹤0.01%	569

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisory Research's MCK Position: Q4 2023 in Review

Advisory Research sold out of McKesson (MCK) in Q4 2023, closing a stake of 929 shares — an estimated $404K sold.

Advisory Research first reported a position in MCK in Q1 2014 and held it in 4 quarters. The position peaked at $404K in Q3 2023. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

Advisory Research reported no remaining McKesson position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 929 McKesson shares in Q4 2023, an estimated $404K.
Advisory Research first reported a position in McKesson in Q1 2014 and held it in 4 quarters.
Advisory Research's McKesson position peaked at $404K in Q3 2023.
1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.