C.M. Bidwell & Associates’s McKesson MCK Stock Holding History

C.M. Bidwell & Associates’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	-372	Closed	-$217K	–	533
2024 Q2	$217K	Hold	372	–	–	0.15%	110
2024 Q1	$200K	Hold	372	–	–	0.14%	118
2023 Q4	$172K	Hold	372	–	–	0.13%	121
2023 Q3	$162K	Hold	372	–	–	0.12%	142
2023 Q2	$159K	Hold	372	–	–	0.12%	149
2023 Q1	$132K	Sell	372 -4	-1%	-$1.45K	0.1%	180
2022 Q4	$141K	Hold	376	–	–	0.11%	169
2022 Q3	$128K	Sell	376 -255	-40%	-$88.5K	0.11%	171
2022 Q2	$206K	Sell	631 -10	-2%	-$3.2K	0.16%	109
2022 Q1	$196K	Hold	641	–	–	0.13%	157
2021 Q4	$159K	Hold	641	–	–	0.1%	193
2021 Q3	$128K	Hold	641	–	–	0.09%	224
2021 Q2	$123K	Buy	641 +7	+1%	+$1.35K	0.08%	233
2021 Q1	$124K	Buy	+634	New	+$116K	0.09%	202
2019 Q4	–	Sell	-831	Closed	-$114K	–	431
2019 Q3	$114K	Buy	+831	New	+$118K	0.11%	175
2016 Q1	–	Sell	-3,295	Closed	-$650K	–	299
2015 Q4	$650K	Buy	+3,295	New	+$622K	0.15%	94

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

C.M. Bidwell & Associates's MCK Position: Q3 2024 in Review

C.M. Bidwell & Associates sold out of McKesson (MCK) in Q3 2024, closing a stake of 372 shares — an estimated $217K sold.

C.M. Bidwell & Associates first reported a position in MCK in Q4 2015 and held it in 16 quarters. The position peaked at $650K in Q4 2015. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

C.M. Bidwell & Associates reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
C.M. Bidwell & Associates sold 372 McKesson shares in Q3 2024, an estimated $217K.
C.M. Bidwell & Associates first reported a position in McKesson in Q4 2015 and held it in 16 quarters.
C.M. Bidwell & Associates's McKesson position peaked at $650K in Q4 2015.
1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2024, filed 13 Nov 2024.