Royal Harbor Partners’s McKesson MCK Stock Holding History

Royal Harbor Partners’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
2023 Q3	–	Sell	-2,067	Closed	-$883K	–	62
2023 Q2	$883K	Hold	2,067	–	–	0.43%	44
2023 Q1	$736K	Sell	2,067 -3,669	-64%	-$1.33M	0.4%	50
2022 Q4	$2.15M	Sell	5,736 -429	-7%	-$160K	1.33%	27
2022 Q3	$2.1M	Sell	6,165 -1,895	-24%	-$658K	1.43%	26
2022 Q2	$2.63M	Buy	8,060 +42	+0.5%	+$13.4K	1.8%	17
2022 Q1	$2.46M	Sell	8,018 -667	-8%	-$181K	1.57%	18
2021 Q4	$2.16M	Buy	8,685 +203	+2%	+$44.6K	1.37%	17
2021 Q3	$1.69M	Sell	8,482 -5	-0.1%	-$1K	1.2%	22
2021 Q2	$1.62M	Buy	8,487 +194	+2%	+$37.5K	1.08%	24
2021 Q1	$1.62M	Buy	8,293 +365	+5%	+$66.6K	1.23%	18
2020 Q4	$1.38M	Buy	7,928 +5,878	+287%	+$979K	1.15%	18
2020 Q3	$305K	Hold	2,050	–	–	0.29%	65
2020 Q2	$315K	Hold	2,050	–	–	0.31%	68
2020 Q1	$277K	Hold	2,050	–	–	0.32%	59
2019 Q4	$284K	Buy	+2,050	New	+$290K	0.27%	48

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Royal Harbor Partners's MCK Position: Q3 2023 in Review

Royal Harbor Partners sold out of McKesson (MCK) in Q3 2023, closing a stake of 2,067 shares — an estimated $883K sold.

Royal Harbor Partners first reported a position in MCK in Q4 2019 and held it in 15 quarters. The position peaked at $2.63M in Q2 2022. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

Royal Harbor Partners reported no remaining McKesson position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 2,067 McKesson shares in Q3 2023, an estimated $883K.
Royal Harbor Partners first reported a position in McKesson in Q4 2019 and held it in 15 quarters.
Royal Harbor Partners's McKesson position peaked at $2.63M in Q2 2022.
1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.