Fortis Advisors’s McKesson MCK Stock Holding History

Fortis 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	–	Sell	-348	Closed	-$203K	–	111
2024 Q2	$203K	Buy	+348	New	+$194K	0.14%	95
2023 Q2	–	Sell	-348	Closed	-$124K	–	181
2023 Q1	$124K	Hold	348	–	–	0.08%	105
2022 Q4	$131K	Hold	348	–	–	0.1%	100
2022 Q3	$118K	Hold	348	–	–	0.08%	112
2022 Q2	$114K	Hold	348	–	–	0.08%	116
2022 Q1	$107K	Hold	348	–	–	0.06%	152
2021 Q4	$87K	Hold	348	–	–	0.05%	148
2021 Q3	$69K	Hold	348	–	–	0.04%	163
2021 Q2	$67K	Hold	348	–	–	0.04%	171
2021 Q1	$68K	Hold	348	–	–	0.05%	133
2020 Q4	$61K	Hold	348	–	–	0.05%	106
2020 Q3	$52K	Sell	348 -21	-6%	-$3.19K	0.05%	101
2020 Q2	$57K	Buy	+369	New	+$53.3K	0.06%	106
2018 Q4	–	Sell	-144	Closed	-$19K	–	318
2018 Q3	$19K	Hold	144	–	–	0.01%	258
2018 Q2	$19K	Buy	+144	New	+$21.1K	0.01%	252

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Fortis Advisors's MCK Position: Q3 2024 in Review

Fortis Advisors sold out of McKesson (MCK) in Q3 2024, closing a stake of 348 shares — an estimated $203K sold.

Fortis Advisors first reported a position in MCK in Q2 2018 and held it in 15 quarters. The position peaked at $203K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

Fortis Advisors reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
Fortis Advisors sold 348 McKesson shares in Q3 2024, an estimated $203K.
Fortis Advisors first reported a position in McKesson in Q2 2018 and held it in 15 quarters.
Fortis Advisors's McKesson position peaked at $203K in Q2 2024.
1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Fortis Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.