Kesler Norman & Wride’s McKesson MCK Stock Holding History

Kesler Norman & Wride’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	-815	Closed	-$404K	–	237
2024 Q3	$404K	Buy	+815	New	+$454K	0.08%	190

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

Kesler Norman & Wride's MCK Position: Q4 2024 in Review

Kesler Norman & Wride sold out of McKesson (MCK) in Q4 2024, closing a stake of 815 shares — an estimated $404K sold.

Kesler Norman & Wride first reported a position in MCK in Q3 2024 and held it in 1 quarter. The position peaked at $404K in Q3 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

Kesler Norman & Wride reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
Kesler Norman & Wride sold 815 McKesson shares in Q4 2024, an estimated $404K.
Kesler Norman & Wride first reported a position in McKesson in Q3 2024 and held it in 1 quarter.
Kesler Norman & Wride's McKesson position peaked at $404K in Q3 2024.
1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Kesler Norman & Wride's 13F filing for Q4 2024, filed 12 Feb 2025.