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First Trust Direct Indexing’s McKesson MCK Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-4,297
Closed -$2.12M – 547
2024
Q3 		$2.12M Sell
4,297
-1,707
-28% -$951K 0.11% 185
2024
Q2 		$3.51M Buy
6,004
+894
+17% +$498K 0.22% 86
2024
Q1 		$2.74M Sell
5,110
-222
-4% -$113K 0.2% 94
2023
Q4 		$2.47M Buy
5,332
+962
+22% +$437K 0.22% 97
2023
Q3 		$1.9M Buy
4,370
+437
+11% +$184K 0.22% 104
2023
Q2 		$1.68M Sell
3,933
-481
-11% -$185K 0.19% 117
2023
Q1 		$1.57M Buy
4,414
+18
+0.4% +$6.5K 0.19% 126
2022
Q4 		$1.65M Sell
4,396
-538
-11% -$201K 0.22% 110
2022
Q3 		$1.68M Sell
4,934
-192
-4% -$66.7K 0.25% 90
2022
Q2 		$1.67M Buy
5,126
+383
+8% +$123K 0.23% 95
2022
Q1 		$1.45M Buy
4,743
+21
+0.4% +$5.71K 0.18% 134
2021
Q4 		$1.17M Hold
4,722
– – 0.15% 155
2021
Q3 		$941K Buy
4,722
+156
+3% +$31.2K 0.13% 188
2021
Q2 		$873K Buy
4,566
+1,257
+38% +$243K 0.13% 197
2021
Q1 		$645K Buy
3,309
+185
+6% +$33.8K 0.17% 174
2020
Q4 		$543K Buy
+3,124
New +$520K 0.15% 173

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Direct Indexing's MCK Position: Q4 2024 in Review

First Trust Direct Indexing sold out of McKesson (MCK) in Q4 2024, closing a stake of 4,297 shares — an estimated $2.12M sold.

First Trust Direct Indexing first reported a position in MCK in Q4 2020 and held it in 16 quarters. The position peaked at $3.51M in Q2 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • First Trust Direct Indexing reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,297 McKesson shares in Q4 2024, an estimated $2.12M.
  • First Trust Direct Indexing first reported a position in McKesson in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's McKesson position peaked at $3.51M in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.