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Buckingham Strategic Wealth’s McKesson MCK Stock Holding History

Buckingham Strategic 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
Q2 		$1.36M Buy
2,332
+86
+4% +$47.9K 0.01% 287
2024
Q1 		$1.21M Buy
2,246
+446
+25% +$226K 0.01% 305
2023
Q4 		$833K Sell
1,800
-53
-3% -$24.1K 0.01% 354
2023
Q3 		$806K Sell
1,853
-21
-1% -$8.85K 0.01% 324
2023
Q2 		$801K Sell
1,874
-671
-26% -$258K 0.01% 326
2023
Q1 		$955K Hold
2,545
– – 0.02% 275
2022
Q4 		$955K Sell
2,545
-270
-10% -$101K 0.02% 276
2022
Q3 		$957K Buy
2,815
+90
+3% +$31.2K 0.02% 264
2022
Q2 		$889K Buy
2,725
+411
+18% +$131K 0.02% 276
2022
Q1 		$708K Buy
2,314
+560
+32% +$152K 0.01% 304
2021
Q4 		$436K Buy
1,754
+43
+3% +$9.44K 0.01% 394
2021
Q3 		$341K Sell
1,711
-13
-0.8% -$2.6K 0.01% 435
2021
Q2 		$330K Sell
1,724
-187
-10% -$36.1K 0.01% 447
2021
Q1 		$373K Sell
1,911
-16
-0.8% -$2.92K 0.02% 391
2020
Q4 		$335K Sell
1,927
-24
-1% -$4K 0.02% 398
2020
Q3 		$291K Hold
1,951
– – 0.02% 371
2020
Q2 		$299K Sell
1,951
-196
-9% -$28.3K 0.03% 316
2020
Q1 		$290K Sell
2,147
-534
-20% -$78.2K 0.03% 347
2019
Q4 		$371K Buy
2,681
+252
+10% +$35.6K 0.04% 306
2019
Q3 		$332K Sell
2,429
-213
-8% -$30.2K 0.04% 304
2019
Q2 		$355K Buy
2,642
+371
+16% +$46.3K 0.04% 300
2019
Q1 		$266K Sell
2,271
-50
-2% -$6.17K 0.03% 335
2018
Q4 		$256K Buy
+2,321
New +$289K 0.04% 290
2017
Q3 		– Sell
-1,961
Closed -$323K – 303
2017
Q2 		$323K Sell
1,961
-426
-18% -$64.6K 0.08% 210
2017
Q1 		$354K Buy
2,387
+291
+14% +$42.6K 0.1% 172
2016
Q4 		$294K Buy
+2,096
New +$308K 0.09% 170

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

Buckingham Strategic Wealth's MCK Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its McKesson (MCK) stake by 3.8% in Q2 2024, buying an estimated $47.9K and bringing the position to 2,332 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #287.

Buckingham Strategic Wealth first reported a position in MCK in Q4 2016 and has held it in 26 quarters since. 1,630 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • Buckingham Strategic Wealth held 2,332 shares of McKesson worth $1.36M as of Q2 2024.
  • Buckingham Strategic Wealth bought 86 McKesson shares in Q2 2024, an estimated $47.9K.
  • McKesson made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #287 holding.
  • Buckingham Strategic Wealth first reported a position in McKesson in Q4 2016 and has held it in 26 quarters since.
  • 1,630 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.