Donaldson 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
Q2 | $354K | Buy |
483
+100
| +26% | +$73.3K | 0.01% | 182 |
|
2025
Q1 | $258K | Buy |
+383
| New | +$258K | 0.01% | 201 |
|
2024
Q4 | – | Sell |
-414
| Closed | -$205K | – | 220 |
|
2024
Q3 | $205K | Sell |
414
-266
| -39% | -$132K | 0.01% | 209 |
|
2024
Q2 | $397K | Buy |
680
+54
| +9% | +$31.6K | 0.02% | 172 |
|
2024
Q1 | $336K | Buy |
626
+13
| +2% | +$6.98K | 0.01% | 177 |
|
2023
Q4 | $284K | Sell |
613
-219
| -26% | -$101K | 0.01% | 193 |
|
2023
Q3 | $362K | Sell |
832
-8
| -1% | -$3.48K | 0.02% | 176 |
|
2023
Q2 | $359K | Buy |
+840
| New | +$359K | 0.02% | 177 |
|