Idaho Trust Bank’s McKesson MCK Stock Holding History

Idaho Trust 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 Q1	–	Sell	-500	Closed	-$231K	–	138
2023 Q4	$231K	Hold	500	–	–	0.13%	73
2023 Q3	$217K	Buy	+500	New	+$211K	0.14%	73

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Idaho Trust Bank's MCK Position: Q1 2024 in Review

Idaho Trust Bank sold out of McKesson (MCK) in Q1 2024, closing a stake of 500 shares — an estimated $231K sold.

Idaho Trust Bank first reported a position in MCK in Q3 2023 and held it in 2 quarters. The position peaked at $231K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

Idaho Trust Bank reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
Idaho Trust Bank sold 500 McKesson shares in Q1 2024, an estimated $231K.
Idaho Trust Bank first reported a position in McKesson in Q3 2023 and held it in 2 quarters.
Idaho Trust Bank's McKesson position peaked at $231K in Q4 2023.
1,563 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Idaho Trust Bank's 13F filing for Q1 2024, filed 6 May 2024.