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GW & Wade’s McKesson MCK Stock Holding History

GW & Wade’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
2023
Q4 		$2.64M Buy
5,704
+733
+15% +$333K 0.09% 147
2023
Q3 		$2.16M Sell
4,971
-2,114
-30% -$891K 0.08% 151
2023
Q2 		$3.03M Buy
7,085
+5,844
+471% +$2.25M 0.11% 127
2023
Q1 		$442K Sell
1,241
-7
-0.6% -$2.53K 0.02% 278
2022
Q4 		$468K Sell
1,248
-83
-6% -$31K 0.02% 267
2022
Q3 		$452K Sell
1,331
-14,371
-92% -$4.99M 0.02% 256
2022
Q2 		$5.12M Buy
15,702
+12,999
+481% +$4.16M 0.23% 79
2022
Q1 		$827K Hold
2,703
– – 0.04% 200
2021
Q4 		$672K Buy
2,703
+1,146
+74% +$252K 0.03% 221
2021
Q3 		$310K Buy
1,557
+249
+19% +$49.8K 0.01% 303
2021
Q2 		$250K Sell
1,308
-5
-0.4% -$966 0.01% 343
2021
Q1 		$256K Hold
1,313
– – 0.01% 303
2020
Q4 		$228K Buy
+1,313
New +$219K 0.01% 283
2016
Q3 		– Sell
-12,986
Closed -$2.42M – 240
2016
Q2 		$2.42M Buy
12,986
+11,061
+575% +$1.94M 0.42% 55
2016
Q1 		$303K Buy
1,925
+52
+3% +$8.4K 0.06% 165
2015
Q4 		$369K Buy
1,873
+33
+2% +$6.23K 0.08% 142
2015
Q3 		$340K Sell
1,840
-1,620
-47% -$343K 0.08% 144
2015
Q2 		$778K Sell
3,460
-7
-0.2% -$1.62K 0.15% 104
2015
Q1 		$784K Buy
+3,467
New +$769K 0.15% 103

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GW & Wade's MCK Position: Q4 2023 in Review

GW & Wade increased its McKesson (MCK) stake by 15% in Q4 2023, buying an estimated $333K and bringing the position to 5,704 shares worth $2.64M. The position accounts for 0.09% of the portfolio, ranked #147.

GW & Wade first reported a position in MCK in Q1 2015 and has held it in 19 quarters since. The position peaked at $5.12M in Q2 2022. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

  • GW & Wade held 5,704 shares of McKesson worth $2.64M as of Q4 2023.
  • GW & Wade bought 733 McKesson shares in Q4 2023, an estimated $333K.
  • McKesson made up 0.09% of GW & Wade's portfolio in Q4 2023, its #147 holding.
  • GW & Wade first reported a position in McKesson in Q1 2015 and has held it in 19 quarters since.
  • GW & Wade's McKesson position peaked at $5.12M in Q2 2022.
  • 1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.