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Contravisory Investment Management’s McKesson MCK Stock Holding History

Contravisory Investment Management’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
Q4 		– Sell
-25,249
Closed -$12.5M – 412
2024
Q3 		$12.5M Sell
25,249
-759
-3% -$423K 2.67% 2
2024
Q2 		$15.2M Sell
26,008
-2,778
-10% -$1.55M 3.36% 1
2024
Q1 		$15.5M Sell
28,786
-1,575
-5% -$800K 3.42% 1
2023
Q4 		$14.1M Buy
30,361
+592
+2% +$269K 3.45% 1
2023
Q3 		$12.9M Sell
29,769
-725
-2% -$306K 3.66% 1
2023
Q2 		$13M Sell
30,494
-513
-2% -$197K 3.44% 1
2023
Q1 		$11M Sell
31,007
-627
-2% -$226K 3.12% 2
2022
Q4 		$11.9M Sell
31,634
-407
-1% -$152K 3.29% 1
2022
Q3 		$10.9M Sell
32,041
-1,618
-5% -$562K 3.63% 1
2022
Q2 		$11M Sell
33,659
-1,384
-4% -$443K 3.56% 1
2022
Q1 		$10.7M Sell
35,043
-735
-2% -$200K 3.04% 1
2021
Q4 		$8.89M Buy
35,778
+85
+0.2% +$18.7K 2.4% 9
2021
Q3 		$7.12M Sell
35,693
-964
-3% -$193K 2.16% 12
2021
Q2 		$7.01M Buy
36,657
+245
+0.7% +$47.3K 2.07% 13
2021
Q1 		$7.1M Sell
36,412
-1,300
-3% -$237K 2.22% 13
2020
Q4 		$6.56M Sell
37,712
-121
-0.3% -$20.2K 2.03% 19
2020
Q3 		$5.63M Sell
37,833
-306
-0.8% -$46.5K 1.92% 25
2020
Q2 		$5.96M Buy
38,139
+1,964
+5% +$284K 2.19% 10
2020
Q1 		$4.89M Buy
36,175
+647
+2% +$94.8K 2.17% 14
2019
Q4 		$4.91M Buy
+35,528
New +$5.02M 1.8% 21
2016
Q4 		– Sell
-6
Closed -$1K – 314
2016
Q3 		$1K Buy
+6
New +$1.12K ﹤0.01% 270
2015
Q4 		– Sell
-51,657
Closed -$9.56M – 226
2015
Q3 		$9.56M Sell
51,657
-300
-0.6% -$63.6K 2.25% 23
2015
Q2 		$11.7M Sell
51,957
-3,113
-6% -$720K 2.54% 10
2015
Q1 		$12.5M Buy
55,070
+4
+0% +$887 2.5% 14
2014
Q4 		$11.4M Buy
+55,066
New +$11.2M 2.31% 26

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Contravisory Investment Management's MCK Position: Q4 2024 in Review

Contravisory Investment Management sold out of McKesson (MCK) in Q4 2024, closing a stake of 25,249 shares — an estimated $12.5M sold.

Contravisory Investment Management first reported a position in MCK in Q4 2014 and held it in 25 quarters. The position peaked at $15.5M in Q1 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Contravisory Investment Management reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 25,249 McKesson shares in Q4 2024, an estimated $12.5M.
  • Contravisory Investment Management first reported a position in McKesson in Q4 2014 and held it in 25 quarters.
  • Contravisory Investment Management's McKesson position peaked at $15.5M in Q1 2024.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Contravisory Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.