Morningstar Investment Services’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.9M Sell
2,829
-2,637
-48% -$1.77M 0.35% 72
2024
Q4
$3.12M Sell
5,466
-47,077
-90% -$26.8M 0.28% 84
2024
Q3
$25.7M Sell
52,543
-112
-0.2% -$54.7K 0.26% 95
2024
Q2
$31.2M Buy
52,655
+205
+0.4% +$122K 0.34% 83
2024
Q1
$28.3M Sell
52,450
-53,891
-51% -$29.1M 0.31% 86
2023
Q4
$48.7M Buy
106,341
+52,488
+97% +$24M 0.27% 91
2023
Q3
$23.8M Sell
53,853
-22,688
-30% -$10M 0.3% 87
2023
Q2
$32.1M Sell
76,541
-1,596
-2% -$669K 0.41% 71
2023
Q1
$27.9M Sell
78,137
-1,548
-2% -$554K 0.38% 80
2022
Q4
$29.8M Sell
79,685
-1,793
-2% -$670K 0.41% 76
2022
Q3
$31.5M Sell
81,478
-24,238
-23% -$9.37M 0.45% 67
2022
Q2
$34.5M Buy
105,716
+3,761
+4% +$1.23M 0.46% 61
2022
Q1
$31.3M Buy
101,955
+3,461
+4% +$1.06M 0.35% 74
2021
Q4
$24.5M Buy
98,494
+1,025
+1% +$255K 0.27% 86
2021
Q3
$20M Buy
97,469
+207
+0.2% +$42.4K 0.24% 97
2021
Q2
$18.7M Buy
97,262
+1,323
+1% +$254K 0.22% 98
2021
Q1
$18.9M Sell
95,939
-4,385
-4% -$862K 0.25% 98
2020
Q4
$17.4M Sell
100,324
-4,927
-5% -$857K 0.24% 97
2020
Q3
$15.5M Sell
105,251
-3,535
-3% -$519K 0.24% 94
2020
Q2
$16.5M Sell
108,786
-126,439
-54% -$19.2M 0.27% 88
2020
Q1
$32.5M Sell
235,225
-13,233
-5% -$1.83M 0.59% 44
2019
Q4
$34.4M Sell
248,458
-4,107
-2% -$568K 0.54% 59
2019
Q3
$34.5M Sell
252,565
-9,775
-4% -$1.33M 0.58% 52
2019
Q2
$35.3M Sell
262,340
-58,722
-18% -$7.89M 0.58% 53
2019
Q1
$37.6M Buy
321,062
+51,043
+19% +$5.98M 0.65% 46
2018
Q4
$29.8M Sell
270,019
-17,736
-6% -$1.96M 0.58% 59
2018
Q3
$38.2M Sell
287,755
-6,147
-2% -$815K 0.69% 48
2018
Q2
$39.2M Buy
293,902
+476
+0.2% +$63.5K 0.74% 46
2018
Q1
$41.3M Buy
293,426
+26,962
+10% +$3.8M 0.8% 43
2017
Q4
$41.6M Buy
266,464
+11,764
+5% +$1.83M 0.83% 46
2017
Q3
$39.1M Buy
254,700
+20,864
+9% +$3.2M 0.85% 44
2017
Q2
$38.5M Buy
233,836
+27,561
+13% +$4.53M 0.89% 41
2017
Q1
$30.6M Buy
206,275
+51,198
+33% +$7.59M 0.77% 44
2016
Q4
$21.8M Buy
155,077
+39,345
+34% +$5.53M 0.71% 52
2016
Q3
$19.3M Buy
115,732
+77,018
+199% +$12.8M 0.56% 61
2016
Q2
$7.28M Buy
38,714
+6,846
+21% +$1.29M 0.23% 97
2016
Q1
$5.01M Buy
+31,868
New +$5.01M 0.17% 113