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Navellier & Associates’s McKesson MCK Stock Holding History

Navellier & Associates’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 		– Sell
-421
Closed -$246K – 348
2024
Q2 		$246K Sell
421
-4
-0.9% -$2.23K 0.03% 305
2024
Q1 		$228K Sell
425
-9
-2% -$4.57K 0.03% 312
2023
Q4 		$201K Buy
+434
New +$197K 0.03% 310
2015
Q4 		– Sell
-1,531
Closed -$283K – 274
2015
Q3 		$283K Sell
1,531
-109,506
-99% -$23.2M 0.03% 226
2015
Q2 		$25M Buy
111,037
+279
+0.3% +$64.5K 2.19% 18
2015
Q1 		$25.1M Sell
110,758
-133,449
-55% -$29.6M 2.27% 17
2014
Q4 		$50.7M Sell
244,207
-16,315
-6% -$3.31M 2.53% 13
2014
Q3 		$50.7M Sell
260,522
-36,162
-12% -$6.96M 2.55% 13
2014
Q2 		$55.2M Buy
296,684
+3,763
+1% +$669K 2.5% 12
2014
Q1 		$51.7M Sell
292,921
-10,735
-4% -$1.88M 2.41% 16
2013
Q4 		$49M Sell
303,656
-39,660
-12% -$6.09M 2.21% 23
2013
Q3 		$44M Sell
343,316
-6,763
-2% -$831K 1.3% 31
2013
Q2 		$40.1M Buy
+350,079
New +$39M 1.91% 23

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
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

Navellier & Associates's MCK Position: Q3 2024 in Review

Navellier & Associates sold out of McKesson (MCK) in Q3 2024, closing a stake of 421 shares — an estimated $246K sold.

Navellier & Associates first reported a position in MCK in Q2 2013 and held it in 13 quarters. The position peaked at $55.2M in Q2 2014. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Navellier & Associates reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Navellier & Associates sold 421 McKesson shares in Q3 2024, an estimated $246K.
  • Navellier & Associates first reported a position in McKesson in Q2 2013 and held it in 13 quarters.
  • Navellier & Associates's McKesson position peaked at $55.2M in Q2 2014.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Navellier & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.