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Heritage Wealth Management (Arizona)’s McKesson MCK Stock Holding History

Heritage Wealth Management (Arizona)’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 		$1.76M Hold
3,012
– – 0.98% 21
2024
Q1 		$1.62M Sell
3,012
-310
-9% -$157K 0.82% 29
2023
Q4 		$1.54M Buy
+3,322
New +$1.51M 0.83% 29
2022
Q4 		$1.46M Buy
3,900
+1,957
+101% +$730K 0.21% 75
2022
Q3 		$660K Hold
1,943
– – 0.21% 79
2022
Q2 		$634K Hold
1,943
– – 0.21% 84
2022
Q1 		$595K Buy
+1,943
New +$528K 0.16% 100
2021
Q3 		$387K Hold
1,943
– – 0.14% 117
2021
Q2 		$372K Sell
1,943
-9
-0.5% -$1.74K 0.14% 119
2021
Q1 		$381K Buy
+1,952
New +$356K 0.21% 85

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Arizona)'s MCK Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) held its McKesson (MCK) position steady in Q2 2024 at 3,012 shares worth $1.76M. The position accounts for 0.98% of the portfolio, ranked #21.

Heritage Wealth Management (Arizona) first reported a position in MCK in Q1 2021 and has held it in 10 quarters since. 1,633 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 3,012 shares of McKesson worth $1.76M as of Q2 2024.
  • Heritage Wealth Management (Arizona) left its McKesson share count unchanged in Q2 2024.
  • McKesson made up 0.98% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #21 holding.
  • Heritage Wealth Management (Arizona) first reported a position in McKesson in Q1 2021 and has held it in 10 quarters since.
  • 1,633 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.