Prio Wealth Limited Partnership’s McKesson MCK Stock Holding History

Prio Wealth Limited Partnership’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	$202K	Hold	409	–	–	0.01%	262
2024 Q2	$239K	Hold	409	–	–	0.01%	235
2024 Q1	$220K	Buy	+409	New	+$208K	0.01%	258
2017 Q1	–	Sell	-13,212	Closed	-$1.85M	–	240
2016 Q4	$1.85M	Sell	13,212 -96,370	-88%	-$14.2M	0.1%	121
2016 Q3	$18.3M	Sell	109,582 -120	-0.1%	-$22.4K	0.97%	34
2016 Q2	$20.5M	Buy	109,702 +92	+0.1%	+$16.1K	1.12%	32
2016 Q1	$17.2M	Buy	109,610 +2,127	+2%	+$344K	0.94%	37
2015 Q4	$21.2M	Buy	107,483 +770	+0.7%	+$145K	1.16%	30
2015 Q3	$19.7M	Buy	106,713 +18,134	+20%	+$3.84M	1.12%	29
2015 Q2	$19.9M	Buy	+88,579	New	+$20.5M	1.02%	31

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prio Wealth Limited Partnership's MCK Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its McKesson (MCK) position steady in Q3 2024 at 409 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #262.

Prio Wealth Limited Partnership first reported a position in MCK in Q2 2015 and has held it in 10 quarters since. The position peaked at $21.2M in Q4 2015. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

Prio Wealth Limited Partnership held 409 shares of McKesson worth $202K as of Q3 2024.
Prio Wealth Limited Partnership left its McKesson share count unchanged in Q3 2024.
McKesson made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #262 holding.
Prio Wealth Limited Partnership first reported a position in McKesson in Q2 2015 and has held it in 10 quarters since.
Prio Wealth Limited Partnership's McKesson position peaked at $21.2M in Q4 2015.
1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.