Richard Bernstein Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Hold |
7,786
| – | – | 0.14% | 53 |
|
|
2025
Q1 | $5.24M | Sell |
7,786
-482
| -6% | -$324K | 0.13% | 57 |
|
|
2024
Q4 | $4.71M | Sell |
8,268
-3,102
| -27% | -$1.77M | 0.11% | 78 |
|
|
2024
Q3 | $5.62M | Sell |
11,370
-1,167
| -9% | -$577K | 0.12% | 63 |
|
|
2024
Q2 | $7.32M | Hold |
12,537
| – | – | 0.16% | 48 |
|
|
2024
Q1 | $6.73M | Hold |
12,537
| – | – | 0.14% | 51 |
|
|
2023
Q4 | $5.8M | Buy |
12,537
+8
| +0.1% | +$3.7K | 0.13% | 51 |
|
|
2023
Q3 | $5.45M | Hold |
12,529
| – | – | 0.12% | 55 |
|
|
2023
Q2 | $5.35M | Hold |
12,529
| – | – | 0.11% | 57 |
|
|
2023
Q1 | $4.46M | Hold |
12,529
| – | – | 0.09% | 75 |
|
|
2022
Q4 | $4.7M | Buy |
+12,529
| New | +$4.7M | 0.11% | 74 |
|
|
2021
Q1 | – | Sell |
-12,251
| Closed | -$2.13M | – | 318 |
|
|
2020
Q4 | $2.13M | Hold |
12,251
| – | – | 0.05% | 202 |
|
|
2020
Q3 | $1.82M | Hold |
12,251
| – | – | 0.05% | 171 |
|
|
2020
Q2 | $1.88M | Sell |
12,251
-17,596
| -59% | -$2.7M | 0.06% | 170 |
|
|
2020
Q1 | $4.04M | Sell |
29,847
-5,590
| -16% | -$757K | 0.14% | 79 |
|
|
2019
Q4 | $4.9M | Hold |
35,437
| – | – | 0.16% | 91 |
|
|
2019
Q3 | $4.84M | Hold |
35,437
| – | – | 0.16% | 96 |
|
|
2019
Q2 | $4.76M | Hold |
35,437
| – | – | 0.16% | 93 |
|
|
2019
Q1 | $4.15M | Buy |
+35,437
| New | +$4.15M | 0.13% | 126 |
|
|
2016
Q1 | – | Sell |
-31,151
| Closed | -$6.14M | – | 265 |
|
|
2015
Q4 | $6.14M | Hold |
31,151
| – | – | 0.79% | 41 |
|
|
2015
Q3 | $5.76M | Hold |
31,151
| – | – | 0.79% | 39 |
|
|
2015
Q2 | $7M | Hold |
31,151
| – | – | 0.85% | 25 |
|
|
2015
Q1 | $7.05M | Hold |
31,151
| – | – | 0.92% | 21 |
|
|
2014
Q4 | $6.47M | Hold |
31,151
| – | – | 0.67% | 38 |
|
|
2014
Q3 | $6.06M | Hold |
31,151
| – | – | 0.64% | 43 |
|
|
2014
Q2 | $5.8M | Hold |
31,151
| – | – | 0.68% | 33 |
|
|
2014
Q1 | $5.5M | Buy |
31,151
+15,904
| +104% | +$2.81M | 0.78% | 26 |
|
|
2013
Q4 | $2.46M | Buy |
15,247
+1,333
| +10% | +$215K | 0.5% | 62 |
|
|
2013
Q3 | $1.79M | Hold |
13,914
| – | – | 0.53% | 47 |
|
|
2013
Q2 | $1.59M | Buy |
+13,914
| New | +$1.59M | 0.53% | 51 |
|