Morningstar Investment Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
+593
| New | +$435K | 0.04% | 126 |
|
|
2025
Q1 | – | Sell |
-1,564
| Closed | -$891K | – | 160 |
|
|
2024
Q4 | $891K | Hold |
1,564
| – | – | 0.07% | 80 |
|
|
2024
Q3 | $797K | Buy |
+1,564
| New | +$797K | 0.08% | 110 |
|
|
2023
Q4 | – | Sell |
-1,984
| Closed | -$863K | – | 206 |
|
|
2023
Q3 | $863K | Hold |
1,984
| – | – | 0.12% | 66 |
|
|
2023
Q2 | $848K | Buy |
+1,984
| New | +$848K | 0.11% | 70 |
|