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Benjamin F. Edwards & Company’s McKesson MCK Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$1.24M Sell
2,122
-75
-3% -$41.8K 0.02% 473
2024
Q1 		$1.18M Buy
2,197
+3
+0.1% +$1.52K 0.02% 474
2023
Q4 		$1.01M Buy
2,194
+65
+3% +$29.6K 0.02% 490
2023
Q3 		$926K Sell
2,129
-206
-9% -$86.8K 0.04% 394
2023
Q2 		$998K Sell
2,335
-3
-0.1% -$1.15K 0.04% 370
2023
Q1 		$832K Sell
2,338
-102
-4% -$36.8K 0.03% 373
2022
Q4 		$915K Sell
2,440
-7
-0.3% -$2.61K 0.04% 349
2022
Q3 		$832K Sell
2,447
-56
-2% -$19.4K 0.04% 343
2022
Q2 		$816K Sell
2,503
-1
-0% -$320 0.04% 365
2022
Q1 		$767K Buy
2,504
+3
+0.1% +$816 0.03% 386
2021
Q4 		$622K Buy
2,501
+117
+5% +$25.7K 0.03% 432
2021
Q3 		$475K Hold
2,384
– – 0.02% 456
2021
Q2 		$456K Sell
2,384
-7
-0.3% -$1.35K 0.02% 467
2021
Q1 		$466K Sell
2,391
-632
-21% -$115K 0.03% 473
2020
Q4 		$526K Sell
3,023
-203
-6% -$33.8K 0.03% 417
2020
Q3 		$480K Sell
3,226
-129
-4% -$19.6K 0.03% 402
2020
Q2 		$515K Sell
3,355
-81
-2% -$11.7K 0.04% 359
2020
Q1 		$465K Sell
3,436
-123
-3% -$18K 0.04% 333
2019
Q4 		$492K Buy
3,559
+25
+0.7% +$3.53K 0.03% 391
2019
Q3 		$483K Buy
3,534
+800
+29% +$113K 0.04% 368
2019
Q2 		$367K Sell
2,734
-469
-15% -$58.5K 0.03% 409
2019
Q1 		$375K Buy
3,203
+58
+2% +$7.16K 0.03% 388
2018
Q4 		$347K Sell
3,145
-687
-18% -$85.7K 0.04% 367
2018
Q3 		$508K Buy
3,832
+250
+7% +$32.6K 0.05% 323
2018
Q2 		$478K Buy
3,582
+455
+15% +$66.5K 0.05% 334
2018
Q1 		$441K Buy
3,127
+760
+32% +$118K 0.04% 339
2017
Q4 		$369K Buy
2,367
+250
+12% +$37K 0.04% 362
2017
Q3 		$325K Hold
2,117
– – 0.04% 346
2017
Q2 		$348K Buy
2,117
+732
+53% +$111K 0.05% 331
2017
Q1 		$205K Buy
1,385
+45
+3% +$6.59K 0.03% 395
2016
Q4 		$188K Hold
1,340
– – 0.03% 377
2016
Q3 		$223K Sell
1,340
-116
-8% -$21.6K 0.04% 322
2016
Q2 		$272K Sell
1,456
-45
-3% -$7.89K 0.05% 277
2016
Q1 		$236K Sell
1,501
-178
-11% -$28.8K 0.05% 284
2015
Q4 		$331K Sell
1,679
-559
-25% -$106K 0.07% 240
2015
Q3 		$414K Sell
2,238
-34
-1% -$7.21K 0.09% 213
2015
Q2 		$511K Buy
2,272
+170
+8% +$39.3K 0.1% 203
2015
Q1 		$475K Buy
2,102
+539
+34% +$120K 0.1% 197
2014
Q4 		$324K Buy
1,563
+256
+20% +$52K 0.08% 249
2014
Q3 		$254K Hold
1,307
– – 0.06% 275
2014
Q2 		$243K Hold
1,307
– – 0.06% 272
2014
Q1 		$231K Buy
+1,307
New +$228K 0.06% 266
2013
Q4 		– Sell
-100
Closed -$13K – 950
2013
Q3 		$13K Hold
100
– – ﹤0.01% 566
2013
Q2 		$11K Buy
+100
New +$11.1K ﹤0.01% 552

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Benjamin F. Edwards & Company's MCK Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its McKesson (MCK) stake by 3.4% in Q2 2024, selling an estimated $41.8K and leaving 2,122 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #473.

Benjamin F. Edwards & Company first reported a position in MCK in Q2 2013 and has held it in 44 quarters since. 1,631 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,122 shares of McKesson worth $1.24M as of Q2 2024.
  • Benjamin F. Edwards & Company sold 75 McKesson shares in Q2 2024, an estimated $41.8K.
  • McKesson made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #473 holding.
  • Benjamin F. Edwards & Company first reported a position in McKesson in Q2 2013 and has held it in 44 quarters since.
  • 1,631 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.