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Tandem Investment Advisors’s McKesson MCK Stock Holding History

Tandem Investment Advisors’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
-417
Closed -$206K – 88
2024
Q3 		$206K Buy
417
+13
+3% +$7.24K 0.01% 83
2024
Q2 		$236K Sell
404
-98
-20% -$54.6K 0.01% 74
2024
Q1 		$269K Sell
502
-24
-5% -$12.2K 0.01% 69
2023
Q4 		$244K Buy
526
+4
+0.8% +$1.82K 0.01% 73
2023
Q3 		$227K Buy
522
+10
+2% +$4.21K 0.01% 73
2023
Q2 		$219K Sell
512
-154
-23% -$59.2K 0.01% 70
2023
Q1 		$237K Sell
666
-295
-31% -$107K 0.01% 70
2022
Q4 		$360K Buy
961
+8
+0.8% +$2.98K 0.02% 66
2022
Q3 		$324K Buy
953
+69
+8% +$24K 0.02% 70
2022
Q2 		$288K Sell
884
-19
-2% -$6.08K 0.02% 68
2022
Q1 		$276K Sell
903
-30
-3% -$8.16K 0.02% 62
2021
Q4 		$232K Buy
+933
New +$205K 0.02% 74

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

Tandem Investment Advisors's MCK Position: Q4 2024 in Review

Tandem Investment Advisors sold out of McKesson (MCK) in Q4 2024, closing a stake of 417 shares — an estimated $206K sold.

Tandem Investment Advisors first reported a position in MCK in Q4 2021 and held it in 12 quarters. The position peaked at $360K in Q4 2022. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Tandem Investment Advisors reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Tandem Investment Advisors sold 417 McKesson shares in Q4 2024, an estimated $206K.
  • Tandem Investment Advisors first reported a position in McKesson in Q4 2021 and held it in 12 quarters.
  • Tandem Investment Advisors's McKesson position peaked at $360K in Q4 2022.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Tandem Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.