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FinTrust Capital Advisors’s McKesson MCK Stock Holding History

FinTrust Capital Advisors’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
Q3 		$364K Hold
736
– – 0.06% 217
2024
Q2 		$430K Buy
736
+33
+5% +$18.4K 0.08% 183
2024
Q1 		$377K Hold
703
– – 0.07% 199
2023
Q4 		$325K Buy
703
+116
+20% +$52.7K 0.06% 213
2023
Q3 		$255K Sell
587
-2
-0.3% -$843 0.06% 230
2023
Q2 		$221K Hold
589
– – 0.05% 251
2023
Q1 		$221K Hold
589
– – 0.05% 249
2022
Q4 		$221K Hold
589
– – 0.05% 250
2022
Q3 		$213K Buy
589
+19
+3% +$6.6K 0.05% 257
2022
Q2 		$188K Sell
570
-80
-12% -$25.6K 0.05% 275
2022
Q1 		$198K Hold
650
– – 0.05% 294
2021
Q4 		$162K Hold
650
– – 0.04% 321
2021
Q3 		$130K Sell
650
-100
-13% -$20K 0.03% 358
2021
Q2 		$143K Hold
750
– – 0.04% 339
2021
Q1 		$146K Hold
750
– – 0.04% 328
2020
Q4 		$130K Sell
750
-189
-20% -$31.5K 0.04% 330
2020
Q3 		$140 Hold
939
– – 0.03% 301
2020
Q2 		$144K Sell
939
-210
-18% -$30.3K 0.06% 266
2020
Q1 		$155K Hold
1,149
– – 0.08% 221
2019
Q4 		$159K Hold
1,149
– – 0.06% 248
2019
Q3 		$157K Buy
1,149
+47
+4% +$6.67K 0.05% 269
2019
Q2 		$148K Sell
1,102
-61
-5% -$7.61K 0.06% 238
2019
Q1 		$136K Sell
1,163
-27
-2% -$3.33K 0.06% 238
2018
Q4 		$132K Buy
+1,190
New +$148K 0.07% 230

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's MCK Position: Q3 2024 in Review

FinTrust Capital Advisors held its McKesson (MCK) position steady in Q3 2024 at 736 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #217.

FinTrust Capital Advisors first reported a position in MCK in Q4 2018 and has held it in 24 quarters since. The position peaked at $430K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • FinTrust Capital Advisors held 736 shares of McKesson worth $364K as of Q3 2024.
  • FinTrust Capital Advisors left its McKesson share count unchanged in Q3 2024.
  • McKesson made up 0.06% of FinTrust Capital Advisors's portfolio in Q3 2024, its #217 holding.
  • FinTrust Capital Advisors first reported a position in McKesson in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's McKesson position peaked at $430K in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.