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Castleview Partners’s McKesson MCK Stock Holding History

Castleview 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
2024
Q4 		– Sell
-218
Closed -$108K – 604
2024
Q3 		$108K Buy
218
+53
+32% +$29.5K 0.06% 221
2024
Q2 		$96.4K Buy
165
+59
+56% +$32.8K 0.05% 241
2024
Q1 		$56.9K Sell
106
-55
-34% -$27.9K 0.03% 336
2023
Q4 		$74.5K Buy
161
+52
+48% +$23.6K 0.05% 240
2023
Q3 		$47.4K Buy
109
+17
+18% +$7.16K 0.04% 263
2023
Q2 		$39.3K Buy
92
+43
+88% +$16.5K 0.04% 286
2023
Q1 		$17.4K Hold
49
– – 0.02% 360
2022
Q4 		$18.4K Buy
49
+26
+113% +$9.7K 0.02% 307
2022
Q3 		$8K Buy
23
+21
+1,050% +$7.29K 0.01% 409
2022
Q2 		$1.27K Buy
+2
New +$640 ﹤0.01% 667
2022
Q1 		– Sell
-261,493
Closed -$1.05K – 892
2021
Q4 		$1.05K Buy
+261,493
New +$57.4M 0.01% 384
2021
Q2 		$184K Buy
+964
New +$186K 0.08% 219

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castleview Partners's MCK Position: Q4 2024 in Review

Castleview Partners sold out of McKesson (MCK) in Q4 2024, closing a stake of 218 shares — an estimated $108K sold.

Castleview Partners first reported a position in MCK in Q2 2021 and held it in 12 quarters. The position peaked at $184K in Q2 2021. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Castleview Partners reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 218 McKesson shares in Q4 2024, an estimated $108K.
  • Castleview Partners first reported a position in McKesson in Q2 2021 and held it in 12 quarters.
  • Castleview Partners's McKesson position peaked at $184K in Q2 2021.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.