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Patten Group’s McKesson MCK Stock Holding History

Patten 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
2026
Q1 		$201K Buy
+232
New +$207K 0.03% 296
2019
Q1 		– Sell
-35
Closed -$4K – 402
2018
Q4 		$4K Sell
35
-125
-78% -$15.6K ﹤0.01% 493
2018
Q3 		$21K Sell
160
-50
-24% -$6.52K 0.01% 423
2018
Q2 		$28K Hold
210
– – 0.01% 377
2018
Q1 		$30K Hold
210
– – 0.01% 365
2017
Q4 		$33K Hold
210
– – 0.01% 379
2017
Q3 		$32K Hold
210
– – 0.01% 376
2017
Q2 		$32K Sell
210
-50
-19% -$7.58K 0.01% 375
2017
Q1 		$37K Sell
260
-35
-12% -$5.13K 0.02% 338
2016
Q4 		$40K Sell
295
-35
-11% -$5.15K 0.02% 324
2016
Q3 		$53.5K Buy
330
+100
+43% +$18.6K 0.03% 310
2016
Q2 		$42.9K Buy
230
+50
+28% +$8.77K 0.02% 318
2016
Q1 		$28.3K Hold
180
– – 0.01% 373
2015
Q4 		$35.5K Sell
180
-20
-10% -$3.78K 0.02% 349
2015
Q3 		$37K Hold
200
– – 0.02% 305
2015
Q2 		$45K Buy
+200
New +$46.2K 0.02% 307

Other funds holding MCK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return