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TFO Wealth Partners’s McKesson MCK Stock Holding History

TFO Wealth 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
2024
Q2 		– Sell
-2
Closed -$1.07K – 478
2024
Q1 		$1.07K Hold
2
– – ﹤0.01% 154
2023
Q4 		$926 Hold
2
– – ﹤0.01% 212
2023
Q3 		$855 Hold
2
– – ﹤0.01% 320
2023
Q2 		$855 Hold
2
– – ﹤0.01% 219
2023
Q1 		$712 Sell
2
-15
-88% -$5.42K ﹤0.01% 197
2022
Q4 		$128 Buy
+17
New +$6.34K ﹤0.01% 720
2022
Q3 		– Sell
-34
Closed -$11K – 342
2022
Q2 		$11K Buy
+34
New +$10.9K ﹤0.01% 119

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TFO Wealth Partners's MCK Position: Q2 2024 in Review

TFO Wealth Partners sold out of McKesson (MCK) in Q2 2024, closing a stake of 2 shares — an estimated $1.07K sold.

TFO Wealth Partners first reported a position in MCK in Q2 2022 and held it in 7 quarters. The position peaked at $11K in Q2 2022. 1,630 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • TFO Wealth Partners reported no remaining McKesson position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 McKesson shares in Q2 2024, an estimated $1.07K.
  • TFO Wealth Partners first reported a position in McKesson in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's McKesson position peaked at $11K in Q2 2022.
  • 1,630 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.