KI
MCK icon

Kapitalo Investimentos’s McKesson MCK Stock Holding History

Kapitalo Investimentos’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 		– Sell
-723
Closed -$357K – 322
2024
Q3 		$357K Buy
723
+294
+69% +$164K 0.09% 77
2024
Q2 		$251K Sell
429
-254
-37% -$141K 0.08% 109
2024
Q1 		$367K Sell
683
-960
-58% -$487K 0.08% 137
2023
Q4 		$761K Buy
1,643
+431
+36% +$196K 0.16% 53
2023
Q3 		$527K Buy
1,212
+682
+129% +$287K 0.07% 98
2023
Q2 		$226K Buy
530
+155
+41% +$59.6K 0.04% 214
2023
Q1 		$134K Buy
+375
New +$135K 0.04% 253

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

Kapitalo Investimentos's MCK Position: Q4 2024 in Review

Kapitalo Investimentos sold out of McKesson (MCK) in Q4 2024, closing a stake of 723 shares — an estimated $357K sold.

Kapitalo Investimentos first reported a position in MCK in Q1 2023 and held it in 7 quarters. The position peaked at $761K in Q4 2023. 1,669 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Kapitalo Investimentos reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 723 McKesson shares in Q4 2024, an estimated $357K.
  • Kapitalo Investimentos first reported a position in McKesson in Q1 2023 and held it in 7 quarters.
  • Kapitalo Investimentos's McKesson position peaked at $761K in Q4 2023.
  • 1,669 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.