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Partners Capital Investment Group’s McKesson MCK Stock Holding History

Partners Capital Investment 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
2024
Q1 		– Sell
-439
Closed -$203K – 206
2023
Q4 		$203K Sell
439
-96
-18% -$43.7K ﹤0.01% 266
2023
Q3 		$233K Sell
535
-14,922
-97% -$6.29M 0.01% 218
2023
Q2 		$6.6M Buy
15,457
+12,005
+348% +$4.61M 0.14% 94
2023
Q1 		$1.23M Buy
+3,452
New +$1.25M 0.05% 103

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Partners Capital Investment Group's MCK Position: Q1 2024 in Review

Partners Capital Investment Group sold out of McKesson (MCK) in Q1 2024, closing a stake of 439 shares — an estimated $203K sold.

Partners Capital Investment Group first reported a position in MCK in Q1 2023 and held it in 4 quarters. The position peaked at $6.6M in Q2 2023. 1,564 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

  • Partners Capital Investment Group reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 439 McKesson shares in Q1 2024, an estimated $203K.
  • Partners Capital Investment Group first reported a position in McKesson in Q1 2023 and held it in 4 quarters.
  • Partners Capital Investment Group's McKesson position peaked at $6.6M in Q2 2023.
  • 1,564 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.