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ICA Group Wealth Management’s McKesson MCK Stock Holding History

ICA Group Wealth Management’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 		$58.4K Sell
100
-274
-73% -$153K 0.04% 228
2024
Q1 		$201K Buy
374
+287
+330% +$146K 0.04% 283
2023
Q4 		$40.1K Buy
+87
New +$39.6K 0.01% 568
2023
Q3 		– Sell
-181
Closed -$77.5K – 787
2023
Q2 		$77.5K Sell
181
-463
-72% -$178K 0.02% 388
2023
Q1 		$229K Buy
644
+3
+0.5% +$1.08K 0.05% 221
2022
Q4 		$241K Sell
641
-691
-52% -$258K 0.06% 239
2022
Q3 		$453K Buy
1,332
+25
+2% +$8.68K 0.1% 205
2022
Q2 		$485K Buy
1,307
+493
+61% +$158K 0.09% 200
2022
Q1 		$259K Buy
+814
New +$221K 0.05% 311

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

ICA Group Wealth Management's MCK Position: Q2 2024 in Review

ICA Group Wealth Management reduced its McKesson (MCK) stake by 73% in Q2 2024, selling an estimated $153K and leaving 100 shares worth $58.4K. The position accounts for 0.04% of the portfolio, ranked #228.

ICA Group Wealth Management first reported a position in MCK in Q1 2022 and has held it in 9 quarters since. The position peaked at $485K in Q2 2022. 1,630 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • ICA Group Wealth Management held 100 shares of McKesson worth $58.4K as of Q2 2024.
  • ICA Group Wealth Management sold 274 McKesson shares in Q2 2024, an estimated $153K.
  • McKesson made up 0.04% of ICA Group Wealth Management's portfolio in Q2 2024, its #228 holding.
  • ICA Group Wealth Management first reported a position in McKesson in Q1 2022 and has held it in 9 quarters since.
  • ICA Group Wealth Management's McKesson position peaked at $485K in Q2 2022.
  • 1,630 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.