Lee Financial’s McKesson MCK Stock Holding History

Lee Financial’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	-41	Closed	-$19K	–	553
2023 Q4	$19K	Buy	41 +6	+17%	+$2.73K	﹤0.01%	327
2023 Q3	$15.2K	Hold	35	–	–	﹤0.01%	342
2023 Q2	$15K	Buy	35 +12	+52%	+$4.61K	﹤0.01%	347
2023 Q1	$8.2K	Sell	23 -6	-21%	-$2.17K	﹤0.01%	457
2022 Q4	$10.9K	Buy	29 +4	+16%	+$1.49K	﹤0.01%	448
2022 Q3	$9K	Hold	25	–	–	﹤0.01%	459
2022 Q2	$9K	Buy	25 +2	+9%	+$640	﹤0.01%	466
2022 Q1	$7K	Buy	23 +6	+35%	+$1.63K	﹤0.01%	485
2021 Q4	$4K	Buy	17 +8	+89%	+$1.76K	﹤0.01%	631
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	629
2021 Q2	$2K	Buy	+9	New	+$1.74K	﹤0.01%	590
2020 Q4	–	Sell	-11	Closed	-$2K	–	513
2020 Q3	$2K	Hold	11	–	–	﹤0.01%	507
2020 Q2	$2K	Hold	11	–	–	﹤0.01%	492
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	468
2019 Q4	$2K	Hold	11	–	–	﹤0.01%	468
2019 Q3	$2K	Hold	11	–	–	﹤0.01%	484
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	506
2019 Q1	$1K	Buy	+11	New	+$1.36K	﹤0.01%	500
2018 Q3	–	Sell	-14	Closed	-$2K	–	603
2018 Q2	$2K	Hold	14	–	–	﹤0.01%	727
2018 Q1	$2K	Sell	14 -18	-56%	-$2.8K	﹤0.01%	701
2017 Q4	$5K	Buy	32 +16	+100%	+$2.37K	﹤0.01%	425
2017 Q3	$2K	Hold	16	–	–	﹤0.01%	451
2017 Q2	$3K	Buy	+16	New	+$2.43K	﹤0.01%	442

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Lee Financial's MCK Position: Q1 2024 in Review

Lee Financial sold out of McKesson (MCK) in Q1 2024, closing a stake of 41 shares — an estimated $19K sold.

Lee Financial first reported a position in MCK in Q2 2017 and held it in 23 quarters. The position peaked at $19K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

Lee Financial reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 41 McKesson shares in Q1 2024, an estimated $19K.
Lee Financial first reported a position in McKesson in Q2 2017 and held it in 23 quarters.
Lee Financial's McKesson position peaked at $19K in Q4 2023.
1,563 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.