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Connectus Wealth’s McKesson MCK Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-7,127
Closed -$3.3M – 457
2023
Q4 		$3.3M Buy
7,127
+1,778
+33% +$809K 0.07% 203
2023
Q3 		$2.33M Buy
5,349
+99
+2% +$41.7K 0.05% 235
2023
Q2 		$2.25M Sell
5,250
-44,634
-89% -$17.2M 0.05% 201
2023
Q1 		$17.8M Sell
49,884
-6,421
-11% -$2.32M 0.44% 70
2022
Q4 		$21.1M Sell
56,305
-9,877
-15% -$3.68M 0.5% 61
2022
Q3 		$22.5M Buy
66,182
+57,222
+639% +$19.9M 0.47% 60
2022
Q2 		$2.93M Sell
8,960
-558
-6% -$179K 0.07% 179
2022
Q1 		$2.37M Sell
9,518
-3,211
-25% -$873K 0.07% 154
2021
Q4 		$3.17M Buy
+12,729
New +$2.79M 0.12% 102

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Connectus Wealth's MCK Position: Q1 2024 in Review

Connectus Wealth sold out of McKesson (MCK) in Q1 2024, closing a stake of 7,127 shares — an estimated $3.3M sold.

Connectus Wealth first reported a position in MCK in Q4 2021 and held it in 9 quarters. The position peaked at $22.5M in Q3 2022. 1,563 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

  • Connectus Wealth reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 7,127 McKesson shares in Q1 2024, an estimated $3.3M.
  • Connectus Wealth first reported a position in McKesson in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's McKesson position peaked at $22.5M in Q3 2022.
  • 1,563 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.