HF
MCK icon

Halpern Financial’s McKesson MCK Stock Holding History

Halpern Financial’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
Q3 		– Sell
-10
Closed -$5.84K – 242
2024
Q2 		$5.84K Buy
+10
New +$5.57K ﹤0.01% 173
2021
Q3 		– Sell
-20
Closed -$3.83K – 274
2021
Q2 		$3.83K Hold
20
– – ﹤0.01% 199
2021
Q1 		$3.9K Buy
+20
New +$3.65K ﹤0.01% 198

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's MCK Position: Q3 2024 in Review

Halpern Financial sold out of McKesson (MCK) in Q3 2024, closing a stake of 10 shares — an estimated $5.84K sold.

Halpern Financial first reported a position in MCK in Q1 2021 and held it in 3 quarters. The position peaked at $5.84K in Q2 2024. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Halpern Financial reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Halpern Financial sold 10 McKesson shares in Q3 2024, an estimated $5.84K.
  • Halpern Financial first reported a position in McKesson in Q1 2021 and held it in 3 quarters.
  • Halpern Financial's McKesson position peaked at $5.84K in Q2 2024.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.