Cetera Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.65M | Buy |
10,516
+8,143
| +343% | +$4.13M | 0.04% | 416 |
|
|
2023
Q4 | $1.1M | Sell |
2,373
-76
| -3% | -$34.6K | 0.02% | 741 |
|
|
2023
Q3 | $1.06M | Buy |
2,449
+179
| +8% | +$75.4K | 0.02% | 704 |
|
|
2023
Q2 | $970K | Sell |
2,270
-217
| -9% | -$83.4K | 0.02% | 725 |
|
|
2023
Q1 | $885K | Buy |
2,487
+227
| +10% | +$82K | 0.01% | 741 |
|
|
2022
Q4 | $848K | Buy |
2,260
+687
| +44% | +$256K | 0.02% | 738 |
|
|
2022
Q3 | $535K | Sell |
1,573
-288
| -15% | -$100K | 0.01% | 755 |
|
|
2022
Q2 | $607K | Buy |
1,861
+25
| +1% | +$8K | 0.01% | 763 |
|
|
2022
Q1 | $562K | Buy |
1,836
+406
| +28% | +$110K | 0.01% | 829 |
|
|
2021
Q4 | $355K | Sell |
1,430
-47
| -3% | -$10.3K | 0.01% | 1043 |
|
|
2021
Q3 | $295K | Buy |
1,477
+85
| +6% | +$17K | 0.01% | 1115 |
|
|
2021
Q2 | $266K | Buy |
1,392
+34
| +3% | +$6.57K | 0.01% | 1106 |
|
|
2021
Q1 | $265K | Buy |
1,358
+94
| +7% | +$17.2K | 0.01% | 1016 |
|
|
2020
Q4 | $220K | Buy |
+1,264
| New | +$211K | 0.01% | 945 |
|
|
2019
Q1 | – | Sell |
-2,012
| Closed | -$219K | – | 1265 |
|
|
2018
Q4 | $219K | Sell |
2,012
-122
| -6% | -$15.2K | 0.01% | 732 |
|
|
2018
Q3 | $283K | Buy |
2,134
+450
| +27% | +$58.7K | 0.01% | 744 |
|
|
2018
Q2 | $223K | Buy |
1,684
+88
| +6% | +$12.9K | 0.01% | 775 |
|
|
2018
Q1 | $224K | Buy |
1,596
+120
| +8% | +$18.7K | 0.01% | 701 |
|
|
2017
Q4 | $234K | Sell |
1,476
-501
| -25% | -$74.2K | 0.01% | 663 |
|
|
2017
Q3 | $304K | Buy |
1,977
+224
| +13% | +$35K | 0.02% | 603 |
|
|
2017
Q2 | $286K | Sell |
1,753
-217
| -11% | -$32.9K | 0.02% | 611 |
|
|
2017
Q1 | $293K | Buy |
1,970
+117
| +6% | +$17.1K | 0.02% | 580 |
|
|
2016
Q4 | $262K | Buy |
1,853
+396
| +27% | +$58.3K | 0.02% | 552 |
|
|
2016
Q3 | $245K | Buy |
+1,457
| New | +$272K | 0.02% | 604 |
|
|
2016
Q1 | – | Sell |
-3,404
| Closed | -$679K | – | 748 |
|
|
2015
Q4 | $679K | Buy |
3,404
+380
| +13% | +$71.7K | 0.06% | 342 |
|
|
2015
Q3 | $567K | Buy |
3,024
+1,661
| +122% | +$352K | 0.05% | 346 |
|
|
2015
Q2 | $307K | Buy |
1,363
+108
| +9% | +$25K | 0.03% | 514 |
|
|
2015
Q1 | $283K | Buy |
+1,255
| New | +$278K | 0.03% | 520 |
|
Other funds holding MCK
Cetera Advisors's MCK Position: Q1 2024 in Review
Cetera Advisors increased its McKesson (MCK) stake by 343% in Q1 2024, buying an estimated $4.13M and bringing the position to 10,516 shares worth $5.65M. The position accounts for 0.04% of the portfolio, ranked #416.
Cetera Advisors first reported a position in MCK in Q1 2015 and has held it in 28 quarters since. 1,563 funds tracked by Wall St. Rank hold MCK as of Q1 2024.
- Cetera Advisors held 10,516 shares of McKesson worth $5.65M as of Q1 2024.
- Cetera Advisors bought 8,143 McKesson shares in Q1 2024, an estimated $4.13M.
- McKesson made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #416 holding.
- Cetera Advisors first reported a position in McKesson in Q1 2015 and has held it in 28 quarters since.
- 1,563 funds tracked by Wall St. Rank held McKesson as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.