Delap Wealth Advisory’s McKesson MCK Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-493	Closed	-$265K	–	221
2024 Q1	$265K	Buy	+493	New	+$250K	0.11%	183

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Delap Wealth Advisory's MCK Position: Q2 2024 in Review

Delap Wealth Advisory sold out of McKesson (MCK) in Q2 2024, closing a stake of 493 shares — an estimated $265K sold.

Delap Wealth Advisory first reported a position in MCK in Q1 2024 and held it in 1 quarter. The position peaked at $265K in Q1 2024. 1,631 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

Delap Wealth Advisory reported no remaining McKesson position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 493 McKesson shares in Q2 2024, an estimated $265K.
Delap Wealth Advisory first reported a position in McKesson in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's McKesson position peaked at $265K in Q1 2024.
1,631 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.