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Gilliland Jeter Wealth Management’s McKesson MCK Stock Holding History

Gilliland Jeter Wealth Management’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
-35
Closed -$17.3K – 455
2024
Q3 		$17.3K Hold
35
– – 0.01% 407
2024
Q2 		$20.4K Hold
35
– – 0.01% 381
2024
Q1 		$18.8K Buy
+35
New +$17.8K 0.01% 379

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

Gilliland Jeter Wealth Management's MCK Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of McKesson (MCK) in Q4 2024, closing a stake of 35 shares — an estimated $17.3K sold.

Gilliland Jeter Wealth Management first reported a position in MCK in Q1 2024 and held it in 3 quarters. The position peaked at $20.4K in Q2 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 35 McKesson shares in Q4 2024, an estimated $17.3K.
  • Gilliland Jeter Wealth Management first reported a position in McKesson in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's McKesson position peaked at $20.4K in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.