MSWM
MCK icon

McGlone Suttner Wealth Management’s McKesson MCK Stock Holding History

McGlone Suttner Wealth Management’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
-48
Closed -$22K – 535
2023
Q4 		$22K Buy
+48
New +$21.8K ﹤0.01% 417

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

McGlone Suttner Wealth Management's MCK Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of McKesson (MCK) in Q1 2024, closing a stake of 48 shares — an estimated $22K sold.

McGlone Suttner Wealth Management first reported a position in MCK in Q4 2023 and held it in 1 quarter. The position peaked at $22K in Q4 2023. 1,564 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 48 McKesson shares in Q1 2024, an estimated $22K.
  • McGlone Suttner Wealth Management first reported a position in McKesson in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's McKesson position peaked at $22K in Q4 2023.
  • 1,564 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.