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Colonial Trust Advisors’s McKesson MCK Stock Holding History

Colonial Trust Advisors’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
-3
Closed -$1.61K – 932
2024
Q1 		$1.61K Sell
3
-3
-50% -$1.52K ﹤0.01% 820
2023
Q4 		$2.78K Hold
6
– – ﹤0.01% 671
2023
Q3 		$2.61K Hold
6
– – ﹤0.01% 688
2023
Q2 		$2.56K Hold
6
– – ﹤0.01% 712
2023
Q1 		$2.14K Sell
6
-3
-33% -$1.08K ﹤0.01% 723
2022
Q4 		$3.38K Buy
+9
New +$3.36K ﹤0.01% 662

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

Colonial Trust Advisors's MCK Position: Q2 2024 in Review

Colonial Trust Advisors sold out of McKesson (MCK) in Q2 2024, closing a stake of 3 shares — an estimated $1.61K sold.

Colonial Trust Advisors first reported a position in MCK in Q4 2022 and held it in 6 quarters. The position peaked at $3.38K in Q4 2022. 1,630 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • Colonial Trust Advisors reported no remaining McKesson position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 3 McKesson shares in Q2 2024, an estimated $1.61K.
  • Colonial Trust Advisors first reported a position in McKesson in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's McKesson position peaked at $3.38K in Q4 2022.
  • 1,630 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.