Girard Partners’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$237K Sell
405
-5
-1% -$2.78K 0.02% 240
2024
Q1
$220K Buy
+410
New +$208K 0.02% 250
2018
Q4
Sell
-1,503
Closed -$199K 567
2018
Q3
$199K Sell
1,503
-400
-21% -$52.2K 0.04% 246
2018
Q2
$254K Sell
1,903
-340
-15% -$49.7K 0.05% 228
2018
Q1
$316K Sell
2,243
-626
-22% -$97.5K 0.07% 188
2017
Q4
$447K Sell
2,869
-890
-24% -$132K 0.09% 180
2017
Q3
$577K Sell
3,759
-179
-5% -$27.9K 0.12% 144
2017
Q2
$648K Sell
3,938
-889
-18% -$135K 0.14% 135
2017
Q1
$716K Sell
4,827
-445
-8% -$65.2K 0.17% 123
2016
Q4
$740K Sell
5,272
-857
-14% -$126K 0.21% 115
2016
Q3
$1.02M Sell
6,129
-371
-6% -$69.2K 0.34% 78
2016
Q2
$1.21M Buy
6,500
+1,210
+23% +$212K 0.46% 67
2016
Q1
$832K Buy
5,290
+1,237
+31% +$200K 0.36% 79
2015
Q4
$799K Buy
4,053
+633
+19% +$120K 0.39% 79
2015
Q3
$633K Buy
3,420
+605
+21% +$128K 0.36% 82
2015
Q2
$633K Buy
2,815
+280
+11% +$64.7K 0.35% 80
2015
Q1
$573K Buy
2,535
+400
+19% +$88.7K 0.34% 81
2014
Q4
$443K Buy
2,135
+544
+34% +$111K 0.28% 90
2014
Q3
$310K Buy
1,591
+250
+19% +$48.1K 0.21% 107
2014
Q2
$250K Buy
+1,341
New +$239K 0.17% 120

Other funds holding MCK

Girard Partners's MCK Position: Q2 2024 in Review

Girard Partners reduced its McKesson (MCK) stake by 1.2% in Q2 2024, selling an estimated $2.78K and leaving 405 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #240.

Girard Partners first reported a position in MCK in Q2 2014 and has held it in 20 quarters since. The position peaked at $1.21M in Q2 2016. 1,630 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • Girard Partners held 405 shares of McKesson worth $237K as of Q2 2024.
  • Girard Partners sold 5 McKesson shares in Q2 2024, an estimated $2.78K.
  • McKesson made up 0.02% of Girard Partners's portfolio in Q2 2024, its #240 holding.
  • Girard Partners first reported a position in McKesson in Q2 2014 and has held it in 20 quarters since.
  • Girard Partners's McKesson position peaked at $1.21M in Q2 2016.
  • 1,630 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.