Boyd Watterson Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $392K | Sell |
453
-210
| -32% | -$187K | 0.12% | 104 |
|
|
2025
Q4 | $544K | Buy |
663
+30
| +5% | +$24.5K | 0.16% | 98 |
|
|
2025
Q3 | $489K | Sell |
633
-19
| -3% | -$13.4K | 0.15% | 102 |
|
|
2025
Q2 | $478K | Buy |
652
+32
| +5% | +$22.6K | 0.15% | 99 |
|
|
2025
Q1 | $417K | Hold |
620
| – | – | 0.13% | 103 |
|
|
2024
Q4 | $353K | Sell |
620
-2
| -0.3% | -$1.12K | 0.1% | 109 |
|
|
2024
Q3 | $308K | Sell |
622
-5
| -0.8% | -$2.78K | 0.08% | 113 |
|
|
2024
Q2 | $366K | Hold |
627
| – | – | 0.1% | 101 |
|
|
2024
Q1 | $337K | Hold |
627
| – | – | 0.12% | 107 |
|
|
2023
Q4 | $290K | Sell |
627
-7
| -1% | -$3.18K | 0.11% | 111 |
|
|
2023
Q3 | $276K | Hold |
634
| – | – | 0.12% | 106 |
|
|
2023
Q2 | $271K | Buy |
634
+4
| +0.6% | +$1.54K | 0.11% | 111 |
|
|
2023
Q1 | $224K | Buy |
630
+5
| +0.8% | +$1.81K | 0.09% | 124 |
|
|
2022
Q4 | $234K | Sell |
625
-2
| -0.3% | -$746 | 0.1% | 122 |
|
|
2022
Q3 | $213K | Hold |
627
| – | – | 0.1% | 125 |
|
|
2022
Q2 | $205K | Buy |
+627
| New | +$201K | 0.09% | 133 |
|
|
2018
Q2 | – | Sell |
-3,079
| Closed | -$434K | – | 135 |
|
|
2018
Q1 | $434K | Buy |
3,079
+327
| +12% | +$50.9K | 0.22% | 109 |
|
|
2017
Q4 | $429K | Sell |
2,752
-169
| -6% | -$25K | 0.21% | 103 |
|
|
2017
Q3 | $449K | Sell |
2,921
-35
| -1% | -$5.46K | 0.22% | 105 |
|
|
2017
Q2 | $486K | Sell |
2,956
-32
| -1% | -$4.85K | 0.25% | 101 |
|
|
2017
Q1 | $443K | Sell |
2,988
-10
| -0.3% | -$1.47K | 0.22% | 108 |
|
|
2016
Q4 | $421K | Sell |
2,998
-924
| -24% | -$136K | 0.22% | 108 |
|
|
2016
Q3 | $654K | Buy |
3,922
+107
| +3% | +$19.9K | 0.32% | 90 |
|
|
2016
Q2 | $712K | Buy |
3,815
+152
| +4% | +$26.7K | 0.34% | 82 |
|
|
2016
Q1 | $576K | Buy |
+3,663
| New | +$592K | 0.28% | 95 |
|
Other funds holding MCK
VCM
VPM