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First Trust Investment Solutions’s McKesson MCK Stock Holding History

First Trust Investment Solutions’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 		$713K Buy
1,442
+1,064
+281% +$592K 0.08% 166
2024
Q2 		$221K Buy
+378
New +$210K 0.03% 237
2024
Q1 		– Sell
-534
Closed -$247K – 267
2023
Q4 		$247K Buy
+534
New +$243K 0.05% 203

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

First Trust Investment Solutions's MCK Position: Q3 2024 in Review

First Trust Investment Solutions increased its McKesson (MCK) stake by 281% in Q3 2024, buying an estimated $592K and bringing the position to 1,442 shares worth $713K. The position accounts for 0.08% of the portfolio, ranked #166.

First Trust Investment Solutions first reported a position in MCK in Q4 2023 and has held it in 3 quarters since. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • First Trust Investment Solutions held 1,442 shares of McKesson worth $713K as of Q3 2024.
  • First Trust Investment Solutions bought 1,064 McKesson shares in Q3 2024, an estimated $592K.
  • McKesson made up 0.08% of First Trust Investment Solutions's portfolio in Q3 2024, its #166 holding.
  • First Trust Investment Solutions first reported a position in McKesson in Q4 2023 and has held it in 3 quarters since.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.