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Scholtz & Company’s McKesson MCK Stock Holding History

Scholtz & Company’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
Q3 		– Sell
-1,675
Closed -$978K – 54
2024
Q2 		$978K Sell
1,675
-725
-30% -$404K 0.42% 34
2024
Q1 		$1.29M Sell
2,400
-50
-2% -$25.4K 0.57% 32
2023
Q4 		$1.13M Buy
+2,450
New +$1.11M 0.56% 35

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scholtz & Company's MCK Position: Q3 2024 in Review

Scholtz & Company sold out of McKesson (MCK) in Q3 2024, closing a stake of 1,675 shares — an estimated $978K sold.

Scholtz & Company first reported a position in MCK in Q4 2023 and held it in 3 quarters. The position peaked at $1.29M in Q1 2024. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Scholtz & Company reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Scholtz & Company sold 1,675 McKesson shares in Q3 2024, an estimated $978K.
  • Scholtz & Company first reported a position in McKesson in Q4 2023 and held it in 3 quarters.
  • Scholtz & Company's McKesson position peaked at $1.29M in Q1 2024.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Scholtz & Company's 13F filing for Q3 2024, filed 12 Nov 2024.