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Gateway Advisory’s McKesson MCK Stock Holding History

Gateway Advisory’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 		$604K Sell
1,221
-80
-6% -$44.5K 0.1% 85
2024
Q2 		$760K Buy
1,301
+93
+8% +$51.8K 0.13% 69
2024
Q1 		$649K Buy
1,208
+532
+79% +$270K 0.11% 79
2023
Q4 		$313K Sell
676
-29
-4% -$13.2K 0.06% 88
2023
Q3 		$307K Buy
705
+13
+2% +$5.48K 0.06% 67
2023
Q2 		$296K Buy
+692
New +$266K 0.06% 68
2023
Q1 		– Sell
-669
Closed -$251K – 102
2022
Q4 		$251K Buy
669
+23
+4% +$8.58K 0.06% 64
2022
Q3 		$220K Buy
+646
New +$224K 0.05% 70

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

Gateway Advisory's MCK Position: Q3 2024 in Review

Gateway Advisory reduced its McKesson (MCK) stake by 6.1% in Q3 2024, selling an estimated $44.5K and leaving 1,221 shares worth $604K. The position accounts for 0.1% of the portfolio, ranked #85.

Gateway Advisory first reported a position in MCK in Q3 2022 and has held it in 8 quarters since. The position peaked at $760K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Gateway Advisory held 1,221 shares of McKesson worth $604K as of Q3 2024.
  • Gateway Advisory sold 80 McKesson shares in Q3 2024, an estimated $44.5K.
  • McKesson made up 0.1% of Gateway Advisory's portfolio in Q3 2024, its #85 holding.
  • Gateway Advisory first reported a position in McKesson in Q3 2022 and has held it in 8 quarters since.
  • Gateway Advisory's McKesson position peaked at $760K in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.