Baystate Wealth Management’s McKesson MCK Stock Holding History

Baystate Wealth 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
2023 Q4	$24.8K	Buy	53 +6	+13%	+$2.73K	﹤0.01%	514
2023 Q3	$20.7K	Sell	47 -2	-4%	-$843	﹤0.01%	469
2023 Q2	$21.1K	Hold	49	–	–	﹤0.01%	454
2023 Q1	$17.6K	Buy	49 +18	+58%	+$6.5K	﹤0.01%	475
2022 Q4	$12K	Hold	31	–	–	﹤0.01%	539
2022 Q3	$11K	Hold	31	–	–	﹤0.01%	526
2022 Q2	$10K	Hold	31	–	–	﹤0.01%	558
2022 Q1	$10K	Sell	31 -9	-23%	-$2.45K	﹤0.01%	581
2021 Q4	$10K	Hold	40	–	–	﹤0.01%	577
2021 Q3	$8K	Buy	40 +9	+29%	+$1.8K	﹤0.01%	543
2021 Q2	$6K	Buy	31 +1	+3%	+$193	﹤0.01%	560
2021 Q1	$6K	Hold	30	–	–	﹤0.01%	507
2020 Q4	$5K	Sell	30 -1	-3%	-$167	﹤0.01%	492
2020 Q3	$5K	Buy	31 +1	+3%	+$152	﹤0.01%	463
2020 Q2	$5K	Sell	30 -1	-3%	-$144	﹤0.01%	465
2020 Q1	$4K	Hold	31	–	–	﹤0.01%	450
2019 Q4	$4K	Buy	31 +1	+3%	+$141	﹤0.01%	469
2019 Q3	$4K	Hold	30	–	–	﹤0.01%	441
2019 Q2	$4K	Hold	30	–	–	﹤0.01%	446
2019 Q1	$4K	Hold	30	–	–	﹤0.01%	453
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	462
2018 Q3	$4K	Hold	30	–	–	﹤0.01%	466
2018 Q2	$4K	Sell	30 -200	-87%	-$29.3K	﹤0.01%	481
2018 Q1	$34K	Hold	230	–	–	0.01%	231
2017 Q4	$40K	Buy	230 +200	+667%	+$29.6K	0.01%	220
2017 Q3	$4K	Hold	30	–	–	﹤0.01%	437
2017 Q2	$5K	Sell	30 -523	-95%	-$79.3K	﹤0.01%	417
2017 Q1	$80K	Buy	+553	New	+$81K	0.02%	135

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

Baystate Wealth Management's MCK Position: Q4 2023 in Review

Baystate Wealth Management increased its McKesson (MCK) stake by 13% in Q4 2023, buying an estimated $2.73K and bringing the position to 53 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Baystate Wealth Management first reported a position in MCK in Q1 2017 and has held it in 28 quarters since. The position peaked at $80K in Q1 2017. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

Baystate Wealth Management held 53 shares of McKesson worth $24.8K as of Q4 2023.
Baystate Wealth Management bought 6 McKesson shares in Q4 2023, an estimated $2.73K.
McKesson made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #514 holding.
Baystate Wealth Management first reported a position in McKesson in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's McKesson position peaked at $80K in Q1 2017.
1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.