Laffer Tengler Investments’s McKesson MCK Stock Holding History

Laffer Tengler Investments’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 Q1	–	Sell	-15	Closed	-$6.95K	–	474
2023 Q4	$6.95K	Buy	+15	New	+$6.82K	﹤0.01%	294
2018 Q1	–	Sell	-13,173	Closed	-$2.05M	–	232
2017 Q4	$2.05M	Hold	13,173	–	–	0.51%	84
2017 Q3	$2.02M	Sell	13,173 -950	-7%	-$148K	0.53%	88
2017 Q2	$2.32M	Hold	14,123	–	–	0.59%	55
2017 Q1	$2.09M	Hold	14,123	–	–	0.55%	67
2016 Q4	$1.98M	Buy	14,123 +6,110	+76%	+$899K	0.53%	57
2016 Q3	$1.34M	Hold	8,013	–	–	0.37%	99
2016 Q2	$1.5M	Sell	8,013 -2,640	-25%	-$463K	0.43%	86
2016 Q1	$1.68M	Buy	+10,653	New	+$1.72M	0.45%	99
2015 Q4	–	Hold	0	–	–	–	51
2015 Q3	–	Sell	-10,653	Closed	-$2.26M	–	54
2015 Q2	$2.39M	Buy	+10,653	New	+$2.46M	0.58%	37

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Laffer Tengler Investments's MCK Position: Q1 2024 in Review

Laffer Tengler Investments sold out of McKesson (MCK) in Q1 2024, closing a stake of 15 shares — an estimated $6.95K sold.

Laffer Tengler Investments first reported a position in MCK in Q2 2015 and held it in 10 quarters. The position peaked at $2.39M in Q2 2015. 1,567 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

Laffer Tengler Investments reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
Laffer Tengler Investments sold 15 McKesson shares in Q1 2024, an estimated $6.95K.
Laffer Tengler Investments first reported a position in McKesson in Q2 2015 and held it in 10 quarters.
Laffer Tengler Investments's McKesson position peaked at $2.39M in Q2 2015.
1,567 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.