Callan Capital’s McKesson MCK Stock Holding History

Callan Capital’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	-354	Closed	-$207K	–	356
2024 Q2	$207K	Buy	+354	New	+$197K	0.02%	297

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

Callan Capital's MCK Position: Q3 2024 in Review

Callan Capital sold out of McKesson (MCK) in Q3 2024, closing a stake of 354 shares — an estimated $207K sold.

Callan Capital first reported a position in MCK in Q2 2024 and held it in 1 quarter. The position peaked at $207K in Q2 2024. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

Callan Capital reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
Callan Capital sold 354 McKesson shares in Q3 2024, an estimated $207K.
Callan Capital first reported a position in McKesson in Q2 2024 and held it in 1 quarter.
Callan Capital's McKesson position peaked at $207K in Q2 2024.
1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Callan Capital's 13F filing for Q3 2024, filed 12 Nov 2024.