BKM Wealth Management’s McKesson MCK Stock Holding History

BKM 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
2024 Q1	–	Sell	-68	Closed	-$31.5K	–	403
2023 Q4	$31.5K	Buy	+68	New	+$30.9K	0.01%	314

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BKM Wealth Management's MCK Position: Q1 2024 in Review

BKM Wealth Management sold out of McKesson (MCK) in Q1 2024, closing a stake of 68 shares — an estimated $31.5K sold.

BKM Wealth Management first reported a position in MCK in Q4 2023 and held it in 1 quarter. The position peaked at $31.5K in Q4 2023. 1,564 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

BKM Wealth Management reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 68 McKesson shares in Q1 2024, an estimated $31.5K.
BKM Wealth Management first reported a position in McKesson in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's McKesson position peaked at $31.5K in Q4 2023.
1,564 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.