Bray Capital Advisors’s McKesson MCK Stock Holding History

Bray Capital Advisors’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 Q4	$1.65M	Hold	2,902	–	–	0.45%	60
2024 Q3	$1.44M	Sell	2,902 -20	-0.7%	-$11.1K	0.35%	69
2024 Q2	$1.71M	Buy	2,922 +4	+0.1%	+$2.23K	0.43%	61
2024 Q1	$1.57M	Buy	2,918 +3	+0.1%	+$1.52K	0.4%	65
2023 Q4	$1.35M	Buy	2,915 +4	+0.1%	+$1.82K	0.37%	66
2023 Q3	$1.27M	Buy	2,911 +4	+0.1%	+$1.69K	0.39%	65
2023 Q2	$1.24M	Buy	2,907 +5	+0.2%	+$1.92K	0.37%	66
2023 Q1	$1.03M	Hold	2,902	–	–	0.3%	75
2022 Q4	$1.09M	Sell	2,902 -425	-13%	-$159K	0.34%	71
2022 Q3	$1.13M	Hold	3,327	–	–	0.35%	69
2022 Q2	$1.08M	Hold	3,327	–	–	0.32%	76
2022 Q1	$1.02M	Sell	3,327 -818	-20%	-$222K	0.26%	85
2021 Q4	$1.03M	Buy	4,145 +10	+0.2%	+$2.19K	0.25%	86
2021 Q3	$824K	Hold	4,135	–	–	0.21%	93
2021 Q2	$791K	Hold	4,135	–	–	0.2%	91
2021 Q1	$806K	Hold	4,135	–	–	0.22%	91
2020 Q4	$719K	Hold	4,135	–	–	0.21%	91
2020 Q3	$616K	Buy	+4,135	New	+$628K	0.22%	89
2019 Q3	–	Sell	-1,625	Closed	-$218K	–	362
2019 Q2	$218K	Hold	1,625	–	–	0.08%	147
2019 Q1	$190K	Hold	1,625	–	–	0.08%	149
2018 Q4	$180K	Buy	1,625 +700	+76%	+$87.3K	0.09%	149
2018 Q3	$123K	Buy	+925	New	+$121K	0.05%	167

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bray Capital Advisors's MCK Position: Q4 2024 in Review

Bray Capital Advisors held its McKesson (MCK) position steady in Q4 2024 at 2,902 shares worth $1.65M. The position accounts for 0.45% of the portfolio, ranked #60.

Bray Capital Advisors first reported a position in MCK in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.71M in Q2 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

Bray Capital Advisors held 2,902 shares of McKesson worth $1.65M as of Q4 2024.
Bray Capital Advisors left its McKesson share count unchanged in Q4 2024.
McKesson made up 0.45% of Bray Capital Advisors's portfolio in Q4 2024, its #60 holding.
Bray Capital Advisors first reported a position in McKesson in Q3 2018 and has held it in 22 quarters since.
Bray Capital Advisors's McKesson position peaked at $1.71M in Q2 2024.
1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.