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Paragon Capital Management (Utah)’s McKesson MCK Stock Holding History

Paragon Capital Management (Utah)’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
-2,832
Closed -$1.4M – 79
2024
Q3 		$1.4M Sell
2,832
-16
-0.6% -$8.91K 1.03% 42
2024
Q2 		$1.66M Sell
2,848
-91
-3% -$50.7K 1.27% 27
2024
Q1 		$1.58M Buy
2,939
+9
+0.3% +$4.57K 1.18% 40
2023
Q4 		$1.36M Sell
2,930
-50
-2% -$22.7K 1.09% 38
2023
Q3 		$1.3M Buy
2,980
+61
+2% +$25.7K 1.11% 35
2023
Q2 		$1.25M Sell
2,919
-59
-2% -$22.7K 1.05% 35
2023
Q1 		$1.06M Buy
2,978
+31
+1% +$11.2K 0.92% 45
2022
Q4 		$1.11M Buy
+2,947
New +$1.1M 1.03% 34

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

Paragon Capital Management (Utah)'s MCK Position: Q4 2024 in Review

Paragon Capital Management (Utah) sold out of McKesson (MCK) in Q4 2024, closing a stake of 2,832 shares — an estimated $1.4M sold.

Paragon Capital Management (Utah) first reported a position in MCK in Q4 2022 and held it in 8 quarters. The position peaked at $1.66M in Q2 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Paragon Capital Management (Utah) reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Paragon Capital Management (Utah) sold 2,832 McKesson shares in Q4 2024, an estimated $1.4M.
  • Paragon Capital Management (Utah) first reported a position in McKesson in Q4 2022 and held it in 8 quarters.
  • Paragon Capital Management (Utah)'s McKesson position peaked at $1.66M in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Paragon Capital Management (Utah)'s 13F filing for Q4 2024, filed 27 Jan 2025.