Talon Private Wealth’s McKesson MCK Stock Holding History

Talon Private Wealth’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	–	Sell	-19	Closed	-$9.39K	–	331
2024 Q3	$9.39K	Buy	+19	New	+$10.6K	﹤0.01%	184

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

Talon Private Wealth's MCK Position: Q4 2024 in Review

Talon Private Wealth sold out of McKesson (MCK) in Q4 2024, closing a stake of 19 shares — an estimated $9.39K sold.

Talon Private Wealth first reported a position in MCK in Q3 2024 and held it in 1 quarter. The position peaked at $9.39K in Q3 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

Talon Private Wealth reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
Talon Private Wealth sold 19 McKesson shares in Q4 2024, an estimated $9.39K.
Talon Private Wealth first reported a position in McKesson in Q3 2024 and held it in 1 quarter.
Talon Private Wealth's McKesson position peaked at $9.39K in Q3 2024.
1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Talon Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.