CastleKeep Investment Advisors
MCK icon

CastleKeep Investment Advisors’s McKesson MCK Stock Holding History

CastleKeep Investment Advisors’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 		– Sell
-1,475
Closed -$792K – 107
2024
Q1 		$792K Sell
1,475
-538
-27% -$273K 0.57% 78
2023
Q4 		$932K Buy
+2,013
New +$915K 0.66% 75

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

CastleKeep Investment Advisors's MCK Position: Q2 2024 in Review

CastleKeep Investment Advisors sold out of McKesson (MCK) in Q2 2024, closing a stake of 1,475 shares — an estimated $792K sold.

CastleKeep Investment Advisors first reported a position in MCK in Q4 2023 and held it in 2 quarters. The position peaked at $932K in Q4 2023. 1,631 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • CastleKeep Investment Advisors reported no remaining McKesson position as of Q2 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 1,475 McKesson shares in Q2 2024, an estimated $792K.
  • CastleKeep Investment Advisors first reported a position in McKesson in Q4 2023 and held it in 2 quarters.
  • CastleKeep Investment Advisors's McKesson position peaked at $932K in Q4 2023.
  • 1,631 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.