Cullinan Associates’s McKesson MCK Stock Holding History

Cullinan Associates’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 Q4	–	Sell	-500	Closed	-$217K	–	246
2023 Q3	$217K	Hold	500	–	–	0.01%	233
2023 Q2	$214K	Buy	+500	New	+$192K	0.01%	242
2017 Q4	–	Sell	-4,340	Closed	-$667K	–	191
2017 Q3	$667K	Sell	4,340 -360	-8%	-$56.2K	0.05%	150
2017 Q2	$773K	Hold	4,700	–	–	0.06%	150
2017 Q1	$697K	Hold	4,700	–	–	0.06%	157
2016 Q4	$660K	Sell	4,700 -2,550	-35%	-$375K	0.06%	156
2016 Q3	$1.21M	Buy	7,250 +2,700	+59%	+$503K	0.1%	130
2016 Q2	$849K	Buy	+4,550	New	+$798K	0.07%	141
2015 Q4	–	Sell	-2,030	Closed	-$376K	–	208
2015 Q3	$376K	Buy	2,030 +700	+53%	+$148K	0.03%	184
2015 Q2	$299K	Hold	1,330	–	–	0.02%	193
2015 Q1	$301K	Buy	+1,330	New	+$295K	0.02%	195
2014 Q3	–	Sell	-14,600	Closed	-$1.67M	–	94
2014 Q2	$1.67M	Buy	+14,600	New	+$2.6M	0.27%	50
2013 Q4	–	Sell	-15,900	Closed	-$2.04M	–	88
2013 Q3	$2.04M	Sell	15,900 -100	-0.6%	-$12.3K	0.27%	52
2013 Q2	$1.83M	Buy	+16,000	New	+$1.78M	0.25%	54

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cullinan Associates's MCK Position: Q4 2023 in Review

Cullinan Associates sold out of McKesson (MCK) in Q4 2023, closing a stake of 500 shares — an estimated $217K sold.

Cullinan Associates first reported a position in MCK in Q2 2013 and held it in 14 quarters. The position peaked at $2.04M in Q3 2013. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

Cullinan Associates reported no remaining McKesson position as of Q4 2023 after selling out during the quarter.
Cullinan Associates sold 500 McKesson shares in Q4 2023, an estimated $217K.
Cullinan Associates first reported a position in McKesson in Q2 2013 and held it in 14 quarters.
Cullinan Associates's McKesson position peaked at $2.04M in Q3 2013.
1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Cullinan Associates's 13F filing for Q4 2023, filed 24 Jan 2024.