HB
MCK icon

HTLF Bank’s McKesson MCK Stock Holding History

HTLF Bank’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
Q4 		$409K Sell
718
-11
-2% -$6.16K 0.05% 143
2024
Q3 		$360K Hold
729
– – 0.04% 156
2024
Q2 		$426K Buy
729
+36
+5% +$20K 0.05% 152
2024
Q1 		$372K Sell
693
-2
-0.3% -$1.01K 0.04% 164
2023
Q4 		$322K Buy
+695
New +$316K 0.04% 170

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

HTLF Bank's MCK Position: Q4 2024 in Review

HTLF Bank reduced its McKesson (MCK) stake by 1.5% in Q4 2024, selling an estimated $6.16K and leaving 718 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #143.

HTLF Bank first reported a position in MCK in Q4 2023 and has held it in 5 quarters since. The position peaked at $426K in Q2 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • HTLF Bank held 718 shares of McKesson worth $409K as of Q4 2024.
  • HTLF Bank sold 11 McKesson shares in Q4 2024, an estimated $6.16K.
  • McKesson made up 0.05% of HTLF Bank's portfolio in Q4 2024, its #143 holding.
  • HTLF Bank first reported a position in McKesson in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's McKesson position peaked at $426K in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.