Janiczek Wealth Management’s McKesson MCK Stock Holding History

Janiczek 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	$70.7K	Buy	121 +26	+27%	+$14.5K	0.01%	350
2024 Q1	$51K	Hold	95	–	–	0.01%	411
2023 Q4	$44K	Sell	95 -9	-9%	-$4.09K	0.01%	406
2023 Q3	$45.2K	Buy	104 +100	+2,500%	+$42.1K	0.01%	376
2023 Q2	$1.71K	Buy	+4	New	+$1.54K	﹤0.01%	784
2020 Q3	–	Sell	-15	Closed	-$2K	–	693
2020 Q2	$2K	Buy	+15	New	+$2.17K	﹤0.01%	291

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

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

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

Norges Bank Oslo, Norway $935B AUM

Janiczek Wealth Management's MCK Position: Q2 2024 in Review

Janiczek Wealth Management increased its McKesson (MCK) stake by 27% in Q2 2024, buying an estimated $14.5K and bringing the position to 121 shares worth $70.7K. The position accounts for 0.01% of the portfolio, ranked #350.

Janiczek Wealth Management first reported a position in MCK in Q2 2020 and has held it in 6 quarters since. 1,630 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

Janiczek Wealth Management held 121 shares of McKesson worth $70.7K as of Q2 2024.
Janiczek Wealth Management bought 26 McKesson shares in Q2 2024, an estimated $14.5K.
McKesson made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #350 holding.
Janiczek Wealth Management first reported a position in McKesson in Q2 2020 and has held it in 6 quarters since.
1,630 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.