CD
MCK icon

Chapin Davis’s McKesson MCK Stock Holding History

Chapin Davis’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
Q3 		– Sell
-2,785
Closed -$1.63M – 239
2024
Q2 		$1.63M Buy
2,785
+947
+52% +$527K 0.56% 41
2024
Q1 		$987K Sell
1,838
-57
-3% -$28.9K 0.36% 66
2023
Q4 		$877K Buy
+1,895
New +$862K 0.37% 69
2023
Q1 		– Sell
-7,599
Closed -$2.85M – 234
2022
Q4 		$2.85M Buy
+7,599
New +$2.83M 1.66% 9

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chapin Davis's MCK Position: Q3 2024 in Review

Chapin Davis sold out of McKesson (MCK) in Q3 2024, closing a stake of 2,785 shares — an estimated $1.63M sold.

Chapin Davis first reported a position in MCK in Q4 2022 and held it in 4 quarters. The position peaked at $2.85M in Q4 2022. 1,547 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Chapin Davis reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Chapin Davis sold 2,785 McKesson shares in Q3 2024, an estimated $1.63M.
  • Chapin Davis first reported a position in McKesson in Q4 2022 and held it in 4 quarters.
  • Chapin Davis's McKesson position peaked at $2.85M in Q4 2022.
  • 1,547 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Chapin Davis's 13F filing for Q3 2024, filed 7 Oct 2024.