Annex Advisory Services’s McKesson MCK Stock Holding History

Annex Advisory 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
2023 Q4	–	Sell	-524	Closed	-$228K	–	280
2023 Q3	$228K	Buy	+524	New	+$221K	0.01%	230

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

Annex Advisory Services's MCK Position: Q4 2023 in Review

Annex Advisory Services sold out of McKesson (MCK) in Q4 2023, closing a stake of 524 shares — an estimated $228K sold.

Annex Advisory Services first reported a position in MCK in Q3 2023 and held it in 1 quarter. The position peaked at $228K in Q3 2023. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

Annex Advisory Services reported no remaining McKesson position as of Q4 2023 after selling out during the quarter.
Annex Advisory Services sold 524 McKesson shares in Q4 2023, an estimated $228K.
Annex Advisory Services first reported a position in McKesson in Q3 2023 and held it in 1 quarter.
Annex Advisory Services's McKesson position peaked at $228K in Q3 2023.
1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

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