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Gratus Capital’s McKesson MCK Stock Holding History

Gratus Capital’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
Q2 		$458K Buy
785
+15
+2% +$8.35K 0.02% 265
2024
Q1 		$413K Buy
770
+1
+0.1% +$508 0.02% 245
2023
Q4 		$356K Sell
769
-44
-5% -$20K 0.02% 209
2023
Q3 		$354K Buy
813
+46
+6% +$19.4K 0.02% 199
2023
Q2 		$328K Sell
767
-22
-3% -$8.46K 0.02% 200
2023
Q1 		$281K Buy
789
+27
+4% +$9.75K 0.02% 194
2022
Q4 		$286K Buy
762
+1
+0.1% +$373 0.02% 195
2022
Q3 		$259K Buy
761
+1
+0.1% +$347 0.03% 180
2022
Q2 		$248K Buy
760
+2
+0.3% +$640 0.03% 169
2022
Q1 		$232K Buy
+758
New +$206K 0.02% 190
2016
Q1 		– Sell
-1,055
Closed -$208K – 80
2015
Q4 		$208K Buy
+1,055
New +$199K 0.05% 89
2015
Q3 		– Sell
-1,055
Closed -$237K – 95
2015
Q2 		$237K Hold
1,055
– – 0.06% 84
2015
Q1 		$239K Hold
1,055
– – 0.05% 85
2014
Q4 		$219K Buy
+1,055
New +$214K 0.05% 73

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gratus Capital's MCK Position: Q2 2024 in Review

Gratus Capital increased its McKesson (MCK) stake by 1.9% in Q2 2024, buying an estimated $8.35K and bringing the position to 785 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #265.

Gratus Capital first reported a position in MCK in Q4 2014 and has held it in 14 quarters since. 1,630 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • Gratus Capital held 785 shares of McKesson worth $458K as of Q2 2024.
  • Gratus Capital bought 15 McKesson shares in Q2 2024, an estimated $8.35K.
  • McKesson made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #265 holding.
  • Gratus Capital first reported a position in McKesson in Q4 2014 and has held it in 14 quarters since.
  • 1,630 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.