Sugarloaf Wealth Management’s McKesson MCK Stock Holding History

Sugarloaf Wealth Management’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	$10.3K	Hold	18	–	–	﹤0.01%	498
2024 Q3	$8.9K	Hold	18	–	–	﹤0.01%	515
2024 Q2	$10.5K	Hold	18	–	–	﹤0.01%	473
2024 Q1	$9.66K	Hold	18	–	–	﹤0.01%	486
2023 Q4	$8.33K	Hold	18	–	–	﹤0.01%	504
2023 Q3	$7.83K	Hold	18	–	–	﹤0.01%	490
2023 Q2	$7.69K	Sell	18 -1,222	-99%	-$470K	﹤0.01%	507
2023 Q1	$442K	Sell	1,240 -134	-10%	-$48.4K	0.11%	85
2022 Q4	$516K	Sell	1,374 -149	-10%	-$55.6K	0.13%	73
2022 Q3	$547K	Buy	1,523 +39	+3%	+$13.5K	0.14%	70
2022 Q2	$484K	Buy	1,484 +22	+2%	+$7.04K	0.12%	75
2022 Q1	$448K	Buy	1,462 +1,444	+8,022%	+$393K	0.11%	76
2021 Q4	$4K	Sell	18 -237	-93%	-$52K	﹤0.01%	620
2021 Q3	$51K	Buy	255 +137	+116%	+$27.4K	0.01%	260
2021 Q2	$23K	Buy	118 +100	+556%	+$19.3K	0.01%	393
2021 Q1	$4	Hold	18	–	–	﹤0.01%	612
2020 Q4	$3K	Hold	18	–	–	﹤0.01%	603
2020 Q3	$3K	Hold	18	–	–	﹤0.01%	579
2020 Q2	$3K	Hold	18	–	–	﹤0.01%	572
2020 Q1	$2K	Hold	18	–	–	﹤0.01%	599
2019 Q4	$2K	Buy	+18	New	+$2.54K	﹤0.01%	637

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's MCK Position: Q4 2024 in Review

Sugarloaf Wealth Management held its McKesson (MCK) position steady in Q4 2024 at 18 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Sugarloaf Wealth Management first reported a position in MCK in Q4 2019 and has held it in 21 quarters since. The position peaked at $547K in Q3 2022. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

Sugarloaf Wealth Management held 18 shares of McKesson worth $10.3K as of Q4 2024.
Sugarloaf Wealth Management left its McKesson share count unchanged in Q4 2024.
McKesson made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #498 holding.
Sugarloaf Wealth Management first reported a position in McKesson in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's McKesson position peaked at $547K in Q3 2022.
1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.