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Bison Wealth’s McKesson MCK Stock Holding History

Bison Wealth’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
-658
Closed -$353K – 451
2024
Q2 		$353K Hold
658
– – 0.06% 297
2024
Q1 		$353K Sell
658
-1
-0.2% -$508 0.06% 297
2023
Q4 		$305K Buy
659
+1
+0.2% +$455 0.05% 313
2023
Q3 		$286K Buy
658
+1
+0.2% +$421 0.06% 312
2023
Q2 		$281K Buy
+657
New +$253K 0.05% 303

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

Bison Wealth's MCK Position: Q3 2024 in Review

Bison Wealth sold out of McKesson (MCK) in Q3 2024, closing a stake of 658 shares — an estimated $353K sold.

Bison Wealth first reported a position in MCK in Q2 2023 and held it in 5 quarters. The position peaked at $353K in Q2 2024. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Bison Wealth reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 658 McKesson shares in Q3 2024, an estimated $353K.
  • Bison Wealth first reported a position in McKesson in Q2 2023 and held it in 5 quarters.
  • Bison Wealth's McKesson position peaked at $353K in Q2 2024.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.