KCM Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
1,435
-70
| -5% | -$51.3K | 0.04% | 210 |
|
|
2025
Q1 | $1.01M | Buy |
1,505
+267
| +22% | +$180K | 0.04% | 202 |
|
|
2024
Q4 | $706K | Sell |
1,238
-180
| -13% | -$103K | 0.02% | 231 |
|
|
2024
Q3 | $701K | Buy |
1,418
+2
| +0.1% | +$989 | 0.02% | 239 |
|
|
2024
Q2 | $827K | Buy |
1,416
+61
| +5% | +$35.6K | 0.03% | 224 |
|
|
2024
Q1 | $727K | Buy |
1,355
+19
| +1% | +$10.2K | 0.03% | 233 |
|
|
2023
Q4 | $619K | Buy |
1,336
+13
| +1% | +$6.02K | 0.02% | 237 |
|
|
2023
Q3 | $575K | Sell |
1,323
-169
| -11% | -$73.5K | 0.02% | 235 |
|
|
2023
Q2 | $638K | Sell |
1,492
-92
| -6% | -$39.3K | 0.03% | 236 |
|
|
2023
Q1 | $564K | Sell |
1,584
-100
| -6% | -$35.6K | 0.02% | 256 |
|
|
2022
Q4 | $632K | Buy |
1,684
+302
| +22% | +$113K | 0.03% | 240 |
|
|
2022
Q3 | $470K | Buy |
1,382
+81
| +6% | +$27.5K | 0.02% | 258 |
|
|
2022
Q2 | $424K | Sell |
1,301
-28
| -2% | -$9.13K | 0.02% | 279 |
|
|
2022
Q1 | $407K | Hold |
1,329
| – | – | 0.01% | 315 |
|
|
2021
Q4 | $330K | Buy |
1,329
+90
| +7% | +$22.3K | 0.01% | 335 |
|
|
2021
Q3 | $247K | Sell |
1,239
-214
| -15% | -$42.7K | 0.01% | 350 |
|
|
2021
Q2 | $278K | Sell |
1,453
-61
| -4% | -$11.7K | 0.01% | 335 |
|
|
2021
Q1 | $295K | Hold |
1,514
| – | – | 0.01% | 312 |
|
|
2020
Q4 | $263K | Sell |
1,514
-350
| -19% | -$60.8K | 0.01% | 307 |
|
|
2020
Q3 | $278K | Buy |
1,864
+250
| +15% | +$37.3K | 0.02% | 274 |
|
|
2020
Q2 | $248K | Sell |
1,614
-873
| -35% | -$134K | 0.01% | 296 |
|
|
2020
Q1 | $336K | Sell |
2,487
-27
| -1% | -$3.65K | 0.02% | 255 |
|
|
2019
Q4 | $348K | Sell |
2,514
-759
| -23% | -$105K | 0.02% | 276 |
|
|
2019
Q3 | $447K | Buy |
3,273
+815
| +33% | +$111K | 0.03% | 249 |
|
|
2019
Q2 | $330K | Sell |
2,458
-530
| -18% | -$71.2K | 0.02% | 270 |
|
|
2019
Q1 | $350K | Sell |
2,988
-1,212
| -29% | -$142K | 0.02% | 260 |
|
|
2018
Q4 | $464K | Sell |
4,200
-1,650
| -28% | -$182K | 0.03% | 344 |
|
|
2018
Q3 | $776K | Sell |
5,850
-892
| -13% | -$118K | 0.04% | 272 |
|
|
2018
Q2 | $899K | Sell |
6,742
-150
| -2% | -$20K | 0.06% | 250 |
|
|
2018
Q1 | $971K | Sell |
6,892
-204
| -3% | -$28.7K | 0.06% | 257 |
|
|
2017
Q4 | $1.11M | Sell |
7,096
-108
| -1% | -$16.8K | 0.06% | 248 |
|
|
2017
Q3 | $1.11M | Buy |
7,204
+657
| +10% | +$101K | 0.07% | 243 |
|
|
2017
Q2 | $1.08M | Buy |
6,547
+4,280
| +189% | +$704K | 0.07% | 240 |
|
|
2017
Q1 | $336K | Buy |
+2,267
| New | +$336K | 0.02% | 419 |
|
|
2015
Q3 | – | Sell |
-975
| Closed | -$219K | – | 542 |
|
|
2015
Q2 | $219K | Buy |
975
+31
| +3% | +$6.96K | 0.02% | 497 |
|
|
2015
Q1 | $214K | Buy |
+944
| New | +$214K | 0.02% | 495 |
|