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Cambridge Trust’s McKesson MCK Stock Holding History

Cambridge Trust’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
Q1 		$57.4K Buy
107
+85
+386% +$43.2K ﹤0.01% 409
2023
Q4 		$10.2K Sell
22
-301
-93% -$137K ﹤0.01% 576
2023
Q3 		$140K Sell
323
-4
-1% -$1.69K 0.01% 304
2023
Q2 		$140K Buy
327
+10
+3% +$3.84K 0.01% 318
2023
Q1 		$113K Sell
317
-18
-5% -$6.5K 0.01% 337
2022
Q4 		$126K Buy
335
+41
+14% +$15.3K 0.01% 335
2022
Q3 		$100K Sell
294
-122
-29% -$42.4K ﹤0.01% 364
2022
Q2 		$136K Sell
416
-140
-25% -$44.8K 0.01% 351
2022
Q1 		$170K Buy
556
+36
+7% +$9.79K 0.01% 355
2021
Q4 		$129K Buy
+520
New +$114K ﹤0.01% 393
2018
Q1 		– Sell
-8,924
Closed -$1.39M – 255
2017
Q4 		$1.39M Sell
8,924
-691
-7% -$102K 0.09% 113
2017
Q3 		$1.48M Sell
9,615
-884
-8% -$138K 0.1% 106
2017
Q2 		$1.73M Buy
10,499
+248
+2% +$37.6K 0.12% 100
2017
Q1 		$1.52M Buy
10,251
+438
+4% +$64.2K 0.1% 115
2016
Q4 		$1.38M Sell
9,813
-144
-1% -$21.2K 0.1% 114
2016
Q3 		$1.66M Sell
9,957
-248
-2% -$46.2K 0.12% 104
2016
Q2 		$1.91M Sell
10,205
-116
-1% -$20.3K 0.15% 98
2016
Q1 		$1.62M Sell
10,321
-156
-1% -$25.2K 0.13% 95
2015
Q4 		$2.07M Sell
10,477
-8
-0.1% -$1.51K 0.17% 91
2015
Q3 		$1.94M Sell
10,485
-239
-2% -$50.7K 0.17% 90
2015
Q2 		$2.41M Buy
10,724
+13
+0.1% +$3.01K 0.2% 90
2015
Q1 		$2.42M Buy
10,711
+108
+1% +$24K 0.2% 87
2014
Q4 		$2.2M Buy
10,603
+323
+3% +$65.6K 0.19% 88
2014
Q3 		$2M Buy
10,280
+36
+0.4% +$6.93K 0.18% 84
2014
Q2 		$1.91M Sell
10,244
-1,579
-13% -$281K 0.17% 89
2014
Q1 		$2.09M Sell
11,823
-79,322
-87% -$13.9M 0.19% 84
2013
Q4 		$14.7M Sell
91,145
-33,279
-27% -$5.11M 1.37% 28
2013
Q3 		$16M Sell
124,424
-4,493
-3% -$552K 1.59% 23
2013
Q2 		$14.8M Buy
+128,917
New +$14.3M 1.53% 21

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cambridge Trust's MCK Position: Q1 2024 in Review

Cambridge Trust increased its McKesson (MCK) stake by 386% in Q1 2024, buying an estimated $43.2K and bringing the position to 107 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Cambridge Trust first reported a position in MCK in Q2 2013 and has held it in 29 quarters since. The position peaked at $16M in Q3 2013. 1,564 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

  • Cambridge Trust held 107 shares of McKesson worth $57.4K as of Q1 2024.
  • Cambridge Trust bought 85 McKesson shares in Q1 2024, an estimated $43.2K.
  • McKesson made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #409 holding.
  • Cambridge Trust first reported a position in McKesson in Q2 2013 and has held it in 29 quarters since.
  • Cambridge Trust's McKesson position peaked at $16M in Q3 2013.
  • 1,564 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.