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New England Research & Management’s McKesson MCK Stock Holding History

New England Research & 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
Q4 		– Sell
-3,390
Closed -$1.68M – 169
2024
Q3 		$1.68M Buy
3,390
+1,975
+140% +$1.1M 0.79% 43
2024
Q2 		$826K Sell
1,415
-135
-9% -$75.2K 0.4% 79
2024
Q1 		$832K Buy
+1,550
New +$787K 0.41% 85

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Research & Management's MCK Position: Q4 2024 in Review

New England Research & Management sold out of McKesson (MCK) in Q4 2024, closing a stake of 3,390 shares — an estimated $1.68M sold.

New England Research & Management first reported a position in MCK in Q1 2024 and held it in 3 quarters. The position peaked at $1.68M in Q3 2024. 1,669 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • New England Research & Management reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • New England Research & Management sold 3,390 McKesson shares in Q4 2024, an estimated $1.68M.
  • New England Research & Management first reported a position in McKesson in Q1 2024 and held it in 3 quarters.
  • New England Research & Management's McKesson position peaked at $1.68M in Q3 2024.
  • 1,669 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on New England Research & Management's 13F filing for Q4 2024, filed 23 Jan 2025.