Copeland Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9
| Closed | -$5.13K | – | 303 |
|
|
2024
Q4 | $5.13K | Hold |
9
| – | – | ﹤0.01% | 246 |
|
|
2024
Q3 | $4.45K | Buy |
+9
| New | +$4.45K | ﹤0.01% | 234 |
|
|
2024
Q2 | – | Sell |
-9
| Closed | -$4.83K | – | 204 |
|
|
2024
Q1 | $4.83K | Hold |
9
| – | – | ﹤0.01% | 226 |
|
|
2023
Q4 | $4.17K | Hold |
9
| – | – | ﹤0.01% | 224 |
|
|
2023
Q3 | $3.91K | Hold |
9
| – | – | ﹤0.01% | 232 |
|
|
2023
Q2 | $3.85K | Hold |
9
| – | – | ﹤0.01% | 249 |
|
|
2023
Q1 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 242 |
|
|
2021
Q2 | – | Sell |
-15
| Closed | -$3K | – | 283 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 235 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 223 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 238 |
|
|
2020
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 230 |
|
|
2020
Q1 | $2K | Buy |
15
+5
| +50% | +$667 | ﹤0.01% | 222 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 301 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 295 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 296 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 256 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 264 |
|