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M Holdings Securities’s McKesson MCK Stock Holding History

M Holdings Securities’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
-6,609
Closed -$3.86M – 219
2024
Q2 		$3.86M Buy
+6,609
New +$3.68M 0.5% 41
2014
Q4 		– Sell
-479
Closed -$93K – 330
2014
Q3 		$93K Buy
+479
New +$92.2K 0.05% 296

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

M Holdings Securities's MCK Position: Q3 2024 in Review

M Holdings Securities sold out of McKesson (MCK) in Q3 2024, closing a stake of 6,609 shares — an estimated $3.86M sold.

M Holdings Securities first reported a position in MCK in Q3 2014 and held it in 2 quarters. The position peaked at $3.86M in Q2 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • M Holdings Securities reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 6,609 McKesson shares in Q3 2024, an estimated $3.86M.
  • M Holdings Securities first reported a position in McKesson in Q3 2014 and held it in 2 quarters.
  • M Holdings Securities's McKesson position peaked at $3.86M in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.