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Norris Financial Group’s McKesson MCK Stock Holding History

Norris Financial Group’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
2020
Q3 		– Sell
-3,912
Closed -$600K – 78
2020
Q2 		$600K Sell
3,912
-412
-10% -$59.5K 0.57% 40
2020
Q1 		$585K Sell
4,324
-502
-10% -$73.5K 0.65% 38
2019
Q4 		$668K Buy
+4,826
New +$682K 0.62% 40

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norris Financial Group's MCK Position: Q3 2020 in Review

Norris Financial Group sold out of McKesson (MCK) in Q3 2020, closing a stake of 3,912 shares — an estimated $600K sold.

Norris Financial Group first reported a position in MCK in Q4 2019 and held it in 3 quarters. The position peaked at $668K in Q4 2019. 878 funds tracked by Wall St. Rank hold MCK as of Q3 2020.

  • Norris Financial Group reported no remaining McKesson position as of Q3 2020 after selling out during the quarter.
  • Norris Financial Group sold 3,912 McKesson shares in Q3 2020, an estimated $600K.
  • Norris Financial Group first reported a position in McKesson in Q4 2019 and held it in 3 quarters.
  • Norris Financial Group's McKesson position peaked at $668K in Q4 2019.
  • 878 funds tracked by Wall St. Rank held McKesson as of Q3 2020.

Based on Norris Financial Group's 13F filing for Q3 2020, filed 2 Jun 2026.