Private Ocean’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.17K | Buy |
+2
| New | +$1.11K | ﹤0.01% | 549 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$4.5K | – | 640 |
|
|
2022
Q4 | $4.5K | Buy |
+12
| New | +$4.48K | ﹤0.01% | 429 |
|
|
2021
Q3 | – | Sell |
-282
| Closed | -$54K | – | 606 |
|
|
2021
Q2 | $54K | Sell |
282
-25
| -8% | -$4.83K | 0.01% | 234 |
|
|
2021
Q1 | $60K | Hold |
307
| – | – | 0.01% | 226 |
|
|
2020
Q4 | $53K | Hold |
307
| – | – | 0.01% | 220 |
|
|
2020
Q3 | $46K | Sell |
307
-81
| -21% | -$12.3K | 0.01% | 222 |
|
|
2020
Q2 | $59K | Hold |
388
| – | – | 0.01% | 187 |
|
|
2020
Q1 | $52K | Sell |
388
-18
| -4% | -$2.64K | 0.01% | 206 |
|
|
2019
Q4 | $57K | Hold |
406
| – | – | 0.01% | 222 |
|
|
2019
Q3 | $56K | Hold |
406
| – | – | 0.01% | 209 |
|
|
2019
Q2 | $54K | Buy |
406
+242
| +148% | +$30.2K | 0.01% | 198 |
|
|
2019
Q1 | $19K | Hold |
164
| – | – | 0.01% | 278 |
|
|
2018
Q4 | $18K | Buy |
164
+124
| +310% | +$15.5K | 0.01% | 233 |
|
|
2018
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 294 |
|
|
2018
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 313 |
|
|
2018
Q1 | $5K | Buy |
+40
| New | +$6.23K | ﹤0.01% | 336 |
|
|
2017
Q2 | – | Sell |
-75
| Closed | -$11K | – | 169 |
|
|
2017
Q1 | $11K | Hold |
75
| – | – | 0.01% | 139 |
|
|
2016
Q4 | $11K | Hold |
75
| – | – | 0.01% | 150 |
|
|
2016
Q3 | $13K | Hold |
75
| – | – | 0.01% | 150 |
|
|
2016
Q2 | $14K | Hold |
75
| – | – | 0.01% | 141 |
|
|
2016
Q1 | $12K | Sell |
75
-125
| -63% | -$20.2K | 0.01% | 138 |
|
|
2015
Q4 | $39K | Hold |
200
| – | – | 0.03% | 105 |
|
|
2015
Q3 | $37K | Hold |
200
| – | – | 0.03% | 108 |
|
|
2015
Q2 | $45K | Hold |
200
| – | – | 0.03% | 81 |
|
|
2015
Q1 | $45K | Sell |
200
-53
| -21% | -$11.8K | 0.03% | 78 |
|
|
2014
Q4 | $53K | Buy |
253
+53
| +27% | +$10.8K | 0.04% | 88 |
|
|
2014
Q3 | $39K | Hold |
200
| – | – | 0.03% | 112 |
|
|
2014
Q2 | $37K | Hold |
200
| – | – | 0.03% | 117 |
|
|
2014
Q1 | $35K | Hold |
200
| – | – | 0.03% | 118 |
|
|
2013
Q4 | $32K | Buy |
+200
| New | +$30.7K | 0.03% | 110 |
|
Other funds holding MCK
Private Ocean's MCK Position: Q2 2024 in Review
Private Ocean opened a new position in McKesson (MCK) in Q2 2024: 2 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Private Ocean previously reported a position in MCK as recently as Q4 2022.
Private Ocean first reported a position in MCK in Q4 2013 and has held it in 30 quarters since. The position peaked at $60K in Q1 2021. 1,630 funds tracked by Wall St. Rank hold MCK as of Q2 2024.
- Private Ocean held 2 shares of McKesson worth $1.17K as of Q2 2024.
- McKesson was a new Private Ocean position in Q2 2024.
- McKesson made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #549 holding.
- Private Ocean first reported a position in McKesson in Q4 2013 and has held it in 30 quarters since.
- Private Ocean's McKesson position peaked at $60K in Q1 2021.
- 1,630 funds tracked by Wall St. Rank held McKesson as of Q2 2024.
Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.