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Cedar Brook Financial Partners’s McKesson MCK Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-465
Closed -$249K – 254
2024
Q1 		$249K Buy
465
+1
+0.2% +$508 0.05% 360
2023
Q4 		$227K Buy
+464
New +$211K 0.05% 358
2023
Q3 		– Sell
-482
Closed -$206K – 404
2023
Q2 		$206K Buy
+482
New +$185K 0.05% 379

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

Cedar Brook Financial Partners's MCK Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of McKesson (MCK) in Q2 2024, closing a stake of 465 shares — an estimated $249K sold.

Cedar Brook Financial Partners first reported a position in MCK in Q2 2023 and held it in 3 quarters. The position peaked at $249K in Q1 2024. 1,630 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining McKesson position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 465 McKesson shares in Q2 2024, an estimated $249K.
  • Cedar Brook Financial Partners first reported a position in McKesson in Q2 2023 and held it in 3 quarters.
  • Cedar Brook Financial Partners's McKesson position peaked at $249K in Q1 2024.
  • 1,630 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.