Kovitz Investment Group Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Buy |
35,223
+22,080
| +168% | +$16.2M | 0.11% | 167 |
|
|
2025
Q1 | $8.85M | Buy |
13,143
+3,841
| +41% | +$2.59M | 0.04% | 295 |
|
|
2024
Q4 | $5.31M | Sell |
9,302
-179
| -2% | -$102K | 0.03% | 386 |
|
|
2024
Q3 | $3.71M | Buy |
9,481
+861
| +10% | +$337K | 0.03% | 386 |
|
|
2024
Q2 | $5.04M | Buy |
8,620
+8,077
| +1,487% | +$4.72M | 0.04% | 286 |
|
|
2024
Q1 | $291K | Buy |
+543
| New | +$291K | ﹤0.01% | 583 |
|
|
2022
Q1 | – | Sell |
-4,871
| Closed | -$847K | – | 437 |
|
|
2021
Q4 | $847K | Buy |
4,871
+334
| +7% | +$58.1K | 0.02% | 294 |
|
|
2021
Q3 | $905K | Hold |
4,537
| – | – | 0.02% | 303 |
|
|
2021
Q2 | $868K | Sell |
4,537
-172
| -4% | -$32.9K | 0.02% | 309 |
|
|
2021
Q1 | $918K | Sell |
4,709
-161
| -3% | -$31.4K | 0.02% | 285 |
|
|
2020
Q4 | $847K | Sell |
4,870
-213
| -4% | -$37K | 0.02% | 290 |
|
|
2020
Q3 | $757K | Sell |
5,083
-95
| -2% | -$14.1K | 0.02% | 281 |
|
|
2020
Q2 | $794K | Buy |
5,178
+266
| +5% | +$40.8K | 0.02% | 273 |
|
|
2020
Q1 | $664K | Sell |
4,912
-5,585
| -53% | -$755K | 0.02% | 275 |
|
|
2019
Q4 | $1.45M | Sell |
10,497
-114
| -1% | -$15.8K | 0.04% | 224 |
|
|
2019
Q3 | $1.45M | Sell |
10,611
-106
| -1% | -$14.5K | 0.05% | 219 |
|
|
2019
Q2 | $1.44M | Buy |
10,717
+1,187
| +12% | +$160K | 0.05% | 227 |
|
|
2019
Q1 | $1.12M | Buy |
9,530
+15
| +0.2% | +$1.76K | 0.04% | 263 |
|
|
2018
Q4 | $1.05M | Sell |
9,515
-325,569
| -97% | -$36M | 0.04% | 191 |
|
|
2018
Q3 | $44.4M | Sell |
335,084
-10,507
| -3% | -$1.39M | 2.02% | 22 |
|
|
2018
Q2 | $46.1M | Sell |
345,591
-762
| -0.2% | -$102K | 2.15% | 19 |
|
|
2018
Q1 | $48.8M | Sell |
346,353
-812
| -0.2% | -$114K | 2.35% | 17 |
|
|
2017
Q4 | $54.1K | Sell |
347,165
-11,602
| -3% | -$1.81K | 2.32% | 16 |
|
|
2017
Q3 | $55.1M | Buy |
358,767
+2,648
| +0.7% | +$407K | 2.74% | 15 |
|
|
2017
Q2 | $58.6M | Buy |
356,119
+10,126
| +3% | +$1.67M | 3.12% | 12 |
|
|
2017
Q1 | $51.3M | Buy |
345,993
+19,400
| +6% | +$2.88M | 2.82% | 14 |
|
|
2016
Q4 | $45.9M | Buy |
326,593
+206,543
| +172% | +$29M | 2.67% | 17 |
|
|
2016
Q3 | $20M | Buy |
120,050
+5,566
| +5% | +$928K | 1.23% | 28 |
|
|
2016
Q2 | $19.6M | Buy |
+114,484
| New | +$19.6M | 1.36% | 28 |
|