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Fortis Group Advisors’s McKesson MCK Stock Holding History

Fortis Group 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
-4,816
Closed -$2.81M – 510
2024
Q2 		$2.81M Sell
4,816
-4,902
-50% -$2.73M 0.56% 48
2024
Q1 		$5.22M Buy
9,718
+7,083
+269% +$3.6M 0.96% 33
2023
Q4 		$938K Hold
2,635
– – 0.23% 48
2023
Q3 		$938K Buy
2,635
+81
+3% +$34.1K 0.29% 42
2023
Q2 		$1.09M Sell
2,554
-31
-1% -$11.9K 0.29% 55
2023
Q1 		$942K Buy
+2,585
New +$934K 0.28% 48

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

Fortis Group Advisors's MCK Position: Q3 2024 in Review

Fortis Group Advisors sold out of McKesson (MCK) in Q3 2024, closing a stake of 4,816 shares — an estimated $2.81M sold.

Fortis Group Advisors first reported a position in MCK in Q1 2023 and held it in 6 quarters. The position peaked at $5.22M in Q1 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Fortis Group Advisors reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 4,816 McKesson shares in Q3 2024, an estimated $2.81M.
  • Fortis Group Advisors first reported a position in McKesson in Q1 2023 and held it in 6 quarters.
  • Fortis Group Advisors's McKesson position peaked at $5.22M in Q1 2024.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Fortis Group Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.