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L & S Advisors’s McKesson MCK Stock Holding History

L & S Advisors’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
2023
Q4 		– Sell
-12,637
Closed -$5.5M – 350
2023
Q3 		$5.5M Buy
+12,637
New +$5.33M 0.79% 38
2023
Q1 		– Sell
-24,951
Closed -$9.36M – 322
2022
Q4 		$9.36M Buy
24,951
+3,983
+19% +$1.49M 1.73% 12
2022
Q3 		$7.13M Buy
20,968
+5,002
+31% +$1.74M 1.26% 20
2022
Q2 		$5.21M Sell
15,966
-10,470
-40% -$3.35M 0.87% 31
2022
Q1 		$8.09M Buy
26,436
+1,979
+8% +$538K 0.96% 22
2021
Q4 		$6.08M Buy
+24,457
New +$5.37M 0.66% 44
2020
Q2 		– Sell
-10,183
Closed -$1.38M – 312
2020
Q1 		$1.38M Buy
+10,183
New +$1.49M 0.26% 90
2016
Q3 		– Sell
-39,406
Closed -$7.36M – 138
2016
Q2 		$7.36M Buy
+39,406
New +$6.91M 1.67% 21
2016
Q1 		– Sell
-19,804
Closed -$3.91M – 91
2015
Q4 		$3.91M Sell
19,804
-15,890
-45% -$3M 0.98% 41
2015
Q3 		$6.6M Buy
35,694
+5,785
+19% +$1.23M 1.92% 20
2015
Q2 		$6.72M Sell
29,909
-19
-0.1% -$4.39K 1.71% 20
2015
Q1 		$6.77M Buy
29,928
+283
+1% +$62.8K 1.78% 14
2014
Q4 		$6.15M Buy
29,645
+7,929
+37% +$1.61M 1.93% 10
2014
Q3 		$4.23M Sell
21,716
-502
-2% -$96.6K 2.07% 13
2014
Q2 		$4.14M Buy
22,218
+10,525
+90% +$1.87M 1.65% 21
2014
Q1 		$2.06M Sell
11,693
-22,805
-66% -$3.99M 1.1% 31
2013
Q4 		$5.57M Buy
34,498
+6,517
+23% +$1M 2.02% 9
2013
Q3 		$3.59M Sell
27,981
-670
-2% -$82.3K 1.45% 27
2013
Q2 		$3.28M Buy
+28,651
New +$3.19M 1.6% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

L & S Advisors's MCK Position: Q4 2023 in Review

L & S Advisors sold out of McKesson (MCK) in Q4 2023, closing a stake of 12,637 shares — an estimated $5.5M sold.

L & S Advisors first reported a position in MCK in Q2 2013 and held it in 19 quarters. The position peaked at $9.36M in Q4 2022. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

  • L & S Advisors reported no remaining McKesson position as of Q4 2023 after selling out during the quarter.
  • L & S Advisors sold 12,637 McKesson shares in Q4 2023, an estimated $5.5M.
  • L & S Advisors first reported a position in McKesson in Q2 2013 and held it in 19 quarters.
  • L & S Advisors's McKesson position peaked at $9.36M in Q4 2022.
  • 1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on L & S Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.