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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 		$1.79M 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 		$103 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return