CGN Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.42M | Buy |
4,520
+260
| +6% | +$206K | 0.25% | 78 |
|
|
2026
Q1 | $3.69M | Buy |
4,260
+93
| +2% | +$83K | 0.29% | 68 |
|
|
2025
Q4 | $3.42M | Sell |
4,167
-632
| -13% | -$516K | 0.27% | 68 |
|
|
2025
Q3 | $3.71M | Sell |
4,799
-23
| -0.5% | -$16.2K | 0.3% | 69 |
|
|
2025
Q2 | $3.53M | Sell |
4,822
-2
| -0% | -$1.41K | 0.32% | 64 |
|
|
2025
Q1 | $3.25M | Sell |
4,824
-472
| -9% | -$292K | 0.32% | 74 |
|
|
2024
Q4 | $3.02M | Sell |
5,296
-316
| -6% | -$177K | 0.29% | 78 |
|
|
2024
Q3 | $2.77M | Buy |
5,612
+108
| +2% | +$60.1K | 0.28% | 88 |
|
|
2024
Q2 | $3.21M | Sell |
5,504
-24
| -0.4% | -$13.4K | 0.37% | 66 |
|
|
2024
Q1 | $2.97M | Sell |
5,528
-62
| -1% | -$31.5K | 0.38% | 67 |
|
|
2023
Q4 | $2.59M | Sell |
5,590
-723
| -11% | -$329K | 0.36% | 73 |
|
|
2023
Q3 | $2.75M | Buy |
6,313
+58
| +0.9% | +$24.4K | 0.37% | 68 |
|
|
2023
Q2 | $2.67M | Buy |
6,255
+231
| +4% | +$88.8K | 0.38% | 71 |
|
|
2023
Q1 | $2.14M | Buy |
6,024
+676
| +13% | +$244K | 0.34% | 84 |
|
|
2022
Q4 | $2.01M | Buy |
5,348
+1,788
| +50% | +$667K | 0.35% | 76 |
|
|
2022
Q3 | $1.21M | Buy |
3,560
+668
| +23% | +$232K | 0.3% | 90 |
|
|
2022
Q2 | $943K | Buy |
2,892
+2
| +0.1% | +$640 | 0.27% | 92 |
|
|
2022
Q1 | $885K | Buy |
2,890
+84
| +3% | +$22.8K | 0.22% | 99 |
|
|
2021
Q4 | $697K | Buy |
2,806
+5
| +0.2% | +$1.1K | 0.18% | 120 |
|
|
2021
Q3 | $558K | Buy |
2,801
+212
| +8% | +$42.4K | 0.18% | 127 |
|
|
2021
Q2 | $495K | Buy |
2,589
+71
| +3% | +$13.7K | 0.16% | 137 |
|
|
2021
Q1 | $491K | Sell |
2,518
-4
| -0.2% | -$730 | 0.18% | 123 |
|
|
2020
Q4 | $439K | Buy |
+2,522
| New | +$420K | 0.18% | 122 |
|
Other funds holding MCK
SI
WCM
BWP
CNB
P
BC