RE Dickinson Investment Advisors’s McKesson MCK Stock Holding History

RE Dickinson Investment Advisors’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 Q4	$180K	Hold	315	–	–	0.1%	50
2024 Q3	$156K	Hold	315	–	–	0.09%	56
2024 Q2	$184K	Hold	315	–	–	0.11%	48
2024 Q1	$169K	Hold	315	–	–	0.11%	50
2023 Q4	$146K	Hold	315	–	–	0.1%	50
2023 Q3	$137K	Hold	315	–	–	0.1%	52
2023 Q2	$135K	Hold	315	–	–	0.05%	103
2023 Q1	$112K	Hold	315	–	–	0.04%	116
2022 Q4	$118K	Hold	315	–	–	0.05%	99
2022 Q3	$107K	Hold	315	–	–	0.09%	50
2022 Q2	$103K	Hold	315	–	–	0.01%	53
2022 Q1	$96K	Hold	315	–	–	0.06%	59
2021 Q4	$78K	Buy	+315	New	+$69.2K	0.06%	63

Other funds holding MCK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RE Dickinson Investment Advisors's MCK Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its McKesson (MCK) position steady in Q4 2024 at 315 shares worth $180K. The position accounts for 0.1% of the portfolio, ranked #50.

RE Dickinson Investment Advisors first reported a position in MCK in Q4 2021 and has held it in 13 quarters since. The position peaked at $184K in Q2 2024. 1,672 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

RE Dickinson Investment Advisors held 315 shares of McKesson worth $180K as of Q4 2024.
RE Dickinson Investment Advisors left its McKesson share count unchanged in Q4 2024.
McKesson made up 0.1% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #50 holding.
RE Dickinson Investment Advisors first reported a position in McKesson in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's McKesson position peaked at $184K in Q2 2024.
1,672 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.