Column Capital Advisors’s McKesson MCK Stock Holding History

Column Capital 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
2023 Q3	$29.1K	Sell	67 -5	-7%	-$2.11K	﹤0.01%	389
2023 Q2	$30.8K	Sell	72 -9	-11%	-$3.46K	﹤0.01%	385
2023 Q1	$28.8K	Hold	81	–	–	﹤0.01%	396
2022 Q4	$30.4K	Buy	81 +53	+189%	+$19.8K	0.01%	364
2022 Q3	$10K	Hold	28	–	–	﹤0.01%	473
2022 Q2	$9K	Hold	28	–	–	﹤0.01%	495
2022 Q1	$9K	Sell	28 -404	-94%	-$110K	﹤0.01%	521
2021 Q4	$107K	Buy	432 +401	+1,294%	+$88K	0.02%	197
2021 Q3	$6K	Sell	31 -20	-39%	-$4K	﹤0.01%	534
2021 Q2	$10K	Sell	51 -7	-12%	-$1.35K	﹤0.01%	477
2021 Q1	$11K	Hold	58	–	–	﹤0.01%	456
2020 Q4	$10K	Hold	58	–	–	﹤0.01%	468
2020 Q3	$9K	Sell	58 -6	-9%	-$911	﹤0.01%	453
2020 Q2	$9K	Sell	64 -4	-6%	-$578	﹤0.01%	490
2020 Q1	$9K	Hold	68	–	–	﹤0.01%	409
2019 Q4	$9K	Buy	+68	New	+$9.61K	﹤0.01%	459

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM