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Carmel Capital Partners’s McKesson MCK Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-216
Closed -$93.9K – 467
2023
Q3 		$93.9K Buy
216
+131
+154% +$55.2K 0.04% 199
2023
Q2 		$36.3K Hold
85
– – 0.02% 223
2023
Q1 		$30.3K Buy
+85
New +$30.7K 0.02% 274

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carmel Capital Partners's MCK Position: Q4 2023 in Review

Carmel Capital Partners sold out of McKesson (MCK) in Q4 2023, closing a stake of 216 shares — an estimated $93.9K sold.

Carmel Capital Partners first reported a position in MCK in Q1 2023 and held it in 3 quarters. The position peaked at $93.9K in Q3 2023. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

  • Carmel Capital Partners reported no remaining McKesson position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 216 McKesson shares in Q4 2023, an estimated $93.9K.
  • Carmel Capital Partners first reported a position in McKesson in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's McKesson position peaked at $93.9K in Q3 2023.
  • 1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.