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Naples Money Management’s McKesson MCK Stock Holding History

Naples Money 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
Q3 		$18.8K Hold
38
– – 0.02% 135
2024
Q2 		$22.3K Hold
38
– – 0.02% 120
2024
Q1 		$20.4K Hold
38
– – 0.02% 134
2023
Q4 		$17.6K Buy
+38
New +$17.3K 0.02% 144

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Naples Money Management's MCK Position: Q3 2024 in Review

Naples Money Management held its McKesson (MCK) position steady in Q3 2024 at 38 shares worth $18.8K. The position accounts for 0.02% of the portfolio, ranked #135.

Naples Money Management first reported a position in MCK in Q4 2023 and has held it in 4 quarters since. The position peaked at $22.3K in Q2 2024. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Naples Money Management held 38 shares of McKesson worth $18.8K as of Q3 2024.
  • Naples Money Management left its McKesson share count unchanged in Q3 2024.
  • McKesson made up 0.02% of Naples Money Management's portfolio in Q3 2024, its #135 holding.
  • Naples Money Management first reported a position in McKesson in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's McKesson position peaked at $22.3K in Q2 2024.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.