AFS
MCK icon

Annapolis Financial Services’s McKesson MCK Stock Holding History

Annapolis Financial Services’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 		$21.5K Sell
43
-2
-4% -$1.11K 0.01% 221
2024
Q2 		$26.3K Hold
45
– – 0.01% 199
2024
Q1 		$24.2K Buy
+45
New +$22.8K 0.01% 208

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annapolis Financial Services's MCK Position: Q3 2024 in Review

Annapolis Financial Services reduced its McKesson (MCK) stake by 4.4% in Q3 2024, selling an estimated $1.11K and leaving 43 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #221.

Annapolis Financial Services first reported a position in MCK in Q1 2024 and has held it in 3 quarters since. The position peaked at $26.3K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Annapolis Financial Services held 43 shares of McKesson worth $21.5K as of Q3 2024.
  • Annapolis Financial Services sold 2 McKesson shares in Q3 2024, an estimated $1.11K.
  • McKesson made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #221 holding.
  • Annapolis Financial Services first reported a position in McKesson in Q1 2024 and has held it in 3 quarters since.
  • Annapolis Financial Services's McKesson position peaked at $26.3K in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.