Daniel Loeb’s McKesson MCK Stock Holding History

Daniel Loeb’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	-165,000	Closed	-$76.4M	–	43
2023 Q4	$76.4M	Buy	+165,000	New	+$75M	1.15%	20
2015 Q2	–	Sell	-625,600	Closed	-$142M	–	55
2015 Q1	$142M	Buy	+625,600	New	+$139M	1.31%	25

Other funds holding MCK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Daniel Loeb's MCK Position: Q1 2024 in Review

Daniel Loeb sold out of McKesson (MCK) in Q1 2024, closing a stake of 165,000 shares — an estimated $76.4M sold.

Daniel Loeb first reported a position in MCK in Q1 2015 and held it in 2 quarters. The position peaked at $142M in Q1 2015. 1,565 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

Daniel Loeb reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
Daniel Loeb sold 165,000 McKesson shares in Q1 2024, an estimated $76.4M.
Daniel Loeb first reported a position in McKesson in Q1 2015 and held it in 2 quarters.
Daniel Loeb's McKesson position peaked at $142M in Q1 2015.
1,565 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Third Point's 13F filing for Q1 2024, filed 15 May 2024.