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Partnership Wealth Management’s McKesson MCK Stock Holding History

Partnership Wealth 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
Q3 		– Sell
-80
Closed -$46.7K – 205
2024
Q2 		$46.7K Sell
80
-101
-56% -$56.2K 0.03% 146
2024
Q1 		$97.2K Sell
181
-42
-19% -$21.3K 0.07% 120
2023
Q4 		$111K Buy
+223
New +$101K 0.08% 116

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

Partnership Wealth Management's MCK Position: Q3 2024 in Review

Partnership Wealth Management sold out of McKesson (MCK) in Q3 2024, closing a stake of 80 shares — an estimated $46.7K sold.

Partnership Wealth Management first reported a position in MCK in Q4 2023 and held it in 3 quarters. The position peaked at $111K in Q4 2023. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Partnership Wealth Management reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 80 McKesson shares in Q3 2024, an estimated $46.7K.
  • Partnership Wealth Management first reported a position in McKesson in Q4 2023 and held it in 3 quarters.
  • Partnership Wealth Management's McKesson position peaked at $111K in Q4 2023.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Partnership Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.