Napa Wealth Management’s McKesson MCK Stock Holding History

Napa 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	-5,586	Closed	-$2.59M	–	94
2023 Q4	$2.59M	Buy	+5,586	New	+$2.54M	1.4%	20

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

Napa Wealth Management's MCK Position: Q1 2024 in Review

Napa Wealth Management sold out of McKesson (MCK) in Q1 2024, closing a stake of 5,586 shares — an estimated $2.59M sold.

Napa Wealth Management first reported a position in MCK in Q4 2023 and held it in 1 quarter. The position peaked at $2.59M in Q4 2023. 1,564 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

Napa Wealth Management reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
Napa Wealth Management sold 5,586 McKesson shares in Q1 2024, an estimated $2.59M.
Napa Wealth Management first reported a position in McKesson in Q4 2023 and held it in 1 quarter.
Napa Wealth Management's McKesson position peaked at $2.59M in Q4 2023.
1,564 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Napa Wealth Management's 13F filing for Q1 2024, filed 14 Aug 2024.