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AFS Financial Group’s McKesson MCK Stock Holding History

AFS Financial Group’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
Q1 		– Sell
-570
Closed -$264K – 36
2023
Q4 		$264K Sell
570
-18
-3% -$8.19K 0.25% 49
2023
Q3 		$256K Hold
588
– – 0.17% 82
2023
Q2 		$251K Hold
588
– – 0.16% 83
2023
Q1 		$209K Hold
588
– – 0.14% 90
2022
Q4 		$221K Buy
+588
New +$219K 0.16% 87

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AFS Financial Group's MCK Position: Q1 2024 in Review

AFS Financial Group sold out of McKesson (MCK) in Q1 2024, closing a stake of 570 shares — an estimated $264K sold.

AFS Financial Group first reported a position in MCK in Q4 2022 and held it in 5 quarters. The position peaked at $264K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

  • AFS Financial Group reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 570 McKesson shares in Q1 2024, an estimated $264K.
  • AFS Financial Group first reported a position in McKesson in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's McKesson position peaked at $264K in Q4 2023.
  • 1,563 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.