Aquila Investment Management’s McKesson MCK Stock Holding History

Aquila Investment 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	-3,000	Closed	-$1.75M	–	69
2024 Q2	$1.75M	Hold	3,000	–	–	1.64%	29
2024 Q1	$1.61M	Hold	3,000	–	–	1.37%	32
2023 Q4	$1.39M	Hold	3,000	–	–	1.2%	35
2023 Q3	$1.3M	Hold	3,000	–	–	1.2%	33
2023 Q2	$1.28M	Sell	3,000 -2,000	-40%	-$769K	1.05%	48
2023 Q1	$1.78M	Hold	5,000	–	–	1.47%	26
2022 Q4	$1.88M	Sell	5,000 -4,000	-44%	-$1.49M	1.45%	21
2022 Q3	$3.06M	Buy	9,000 +1,000	+13%	+$347K	2.29%	4
2022 Q2	$2.61M	Buy	+8,000	New	+$2.56M	1.85%	12

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

Aquila Investment Management's MCK Position: Q3 2024 in Review

Aquila Investment Management sold out of McKesson (MCK) in Q3 2024, closing a stake of 3,000 shares — an estimated $1.75M sold.

Aquila Investment Management first reported a position in MCK in Q2 2022 and held it in 9 quarters. The position peaked at $3.06M in Q3 2022. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

Aquila Investment Management reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
Aquila Investment Management sold 3,000 McKesson shares in Q3 2024, an estimated $1.75M.
Aquila Investment Management first reported a position in McKesson in Q2 2022 and held it in 9 quarters.
Aquila Investment Management's McKesson position peaked at $3.06M in Q3 2022.
1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.