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Kowal Investment Group’s McKesson MCK Stock Holding History

Kowal Investment Group’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
Q3 		– Sell
-474
Closed -$277K – 204
2024
Q2 		$277K Buy
474
+29
+7% +$16.1K 0.06% 148
2024
Q1 		$239K Buy
+445
New +$226K 0.05% 158
2021
Q4 		– Sell
-91
Closed -$18K – 595
2021
Q3 		$18K Buy
+91
New +$18.2K 0.01% 403

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kowal Investment Group's MCK Position: Q3 2024 in Review

Kowal Investment Group sold out of McKesson (MCK) in Q3 2024, closing a stake of 474 shares — an estimated $277K sold.

Kowal Investment Group first reported a position in MCK in Q3 2021 and held it in 3 quarters. The position peaked at $277K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Kowal Investment Group reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Kowal Investment Group sold 474 McKesson shares in Q3 2024, an estimated $277K.
  • Kowal Investment Group first reported a position in McKesson in Q3 2021 and held it in 3 quarters.
  • Kowal Investment Group's McKesson position peaked at $277K in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.