Granite Bay Wealth Management’s McKesson MCK Stock Holding History

Granite Bay 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 Q1	–	Sell	-6,300	Closed	-$2.87M	–	200
2023 Q4	$2.87M	Sell	6,300 -3,400	-35%	-$1.55M	0.03%	145
2023 Q3	$4.08M	Buy	+9,700	New	+$4.09M	0.04%	127

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

Granite Bay Wealth Management's MCK Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of McKesson (MCK) in Q1 2024, closing a stake of 6,300 shares — an estimated $2.87M sold.

Granite Bay Wealth Management first reported a position in MCK in Q3 2023 and held it in 2 quarters. The position peaked at $4.08M in Q3 2023. 1,563 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

Granite Bay Wealth Management reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 6,300 McKesson shares in Q1 2024, an estimated $2.87M.
Granite Bay Wealth Management first reported a position in McKesson in Q3 2023 and held it in 2 quarters.
Granite Bay Wealth Management's McKesson position peaked at $4.08M in Q3 2023.
1,563 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.