Tompkins Financial’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-855
| Closed | -$499K | – | 609 |
|
|
2024
Q2 | $499K | Hold |
855
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $459K | Hold |
855
| – | – | 0.05% | 137 |
|
|
2023
Q4 | $396K | Buy |
855
+601
| +237% | +$273K | 0.05% | 144 |
|
|
2023
Q3 | $110K | Hold |
254
| – | – | 0.02% | 233 |
|
|
2023
Q2 | $109K | Hold |
254
| – | – | 0.02% | 249 |
|
|
2023
Q1 | $90.4K | Hold |
254
| – | – | 0.01% | 274 |
|
|
2022
Q4 | $95K | Hold |
254
| – | – | 0.02% | 270 |
|
|
2022
Q3 | $86K | Hold |
254
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $83K | Hold |
254
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $78K | Hold |
254
| – | – | 0.01% | 307 |
|
|
2021
Q4 | $63K | Sell |
254
-62
| -20% | -$13.6K | 0.01% | 206 |
|
|
2021
Q3 | $63K | Buy |
+316
| New | +$63.2K | 0.01% | 210 |
|
|
2021
Q1 | $62K | Hold |
316
| – | – | 0.01% | 231 |
|
|
2020
Q4 | $55K | Buy |
316
+17
| +6% | +$2.83K | 0.01% | 229 |
|
|
2020
Q3 | $45K | Sell |
299
-306
| -51% | -$46.5K | 0.01% | 247 |
|
|
2020
Q2 | $93K | Sell |
605
-100
| -14% | -$14.4K | 0.02% | 187 |
|
|
2020
Q1 | $95K | Hold |
705
| – | – | 0.02% | 179 |
|
|
2019
Q4 | $98K | Buy |
705
+45
| +7% | +$6.36K | 0.02% | 201 |
|
|
2019
Q3 | $90K | Hold |
660
| – | – | 0.02% | 186 |
|
|
2019
Q2 | $89K | Sell |
660
-50
| -7% | -$6.24K | 0.02% | 194 |
|
|
2019
Q1 | $83K | Hold |
710
| – | – | 0.02% | 198 |
|
|
2018
Q4 | $78K | Hold |
710
| – | – | 0.02% | 203 |
|
|
2018
Q3 | $94K | Hold |
710
| – | – | 0.02% | 208 |
|
|
2018
Q2 | $95K | Sell |
710
-25
| -3% | -$3.66K | 0.02% | 208 |
|
|
2018
Q1 | $104K | Sell |
735
-115
| -14% | -$17.9K | 0.02% | 197 |
|
|
2017
Q4 | $133K | Sell |
850
-130
| -13% | -$19.3K | 0.03% | 171 |
|
|
2017
Q3 | $151K | Buy |
980
+195
| +25% | +$30.4K | 0.04% | 170 |
|
|
2017
Q2 | $129K | Buy |
785
+18
| +2% | +$2.73K | 0.03% | 174 |
|
|
2017
Q1 | $114K | Sell |
767
-117
| -13% | -$17.1K | 0.03% | 174 |
|
|
2016
Q4 | $124K | Hold |
884
| – | – | 0.03% | 155 |
|
|
2016
Q3 | $147K | Sell |
884
-62
| -7% | -$11.6K | 0.04% | 151 |
|
|
2016
Q2 | $177K | Sell |
946
-16
| -2% | -$2.81K | 0.05% | 160 |
|
|
2016
Q1 | $151K | Sell |
962
-5,405
| -85% | -$873K | 0.05% | 166 |
|
|
2015
Q4 | $1.26M | Sell |
6,367
-297
| -4% | -$56.1K | 0.4% | 63 |
|
|
2015
Q3 | $1.23M | Buy |
6,664
+16
| +0.2% | +$3.39K | 0.4% | 62 |
|
|
2015
Q2 | $1.49M | Sell |
6,648
-129
| -2% | -$29.8K | 0.41% | 57 |
|
|
2015
Q1 | $1.53M | Sell |
6,777
-118
| -2% | -$26.2K | 0.38% | 57 |
|
|
2014
Q4 | $1.43M | Sell |
6,895
-110
| -2% | -$22.3K | 0.36% | 58 |
|
|
2014
Q3 | $1.36M | Sell |
7,005
-45
| -0.6% | -$8.66K | 0.36% | 60 |
|
|
2014
Q2 | $1.31M | Sell |
7,050
-61
| -0.9% | -$10.9K | 0.32% | 64 |
|
|
2014
Q1 | $1.25M | Sell |
7,111
-337
| -5% | -$58.9K | 0.32% | 67 |
|
|
2013
Q4 | $1.2M | Buy |
7,448
+86
| +1% | +$13.2K | 0.31% | 70 |
|
|
2013
Q3 | $945K | Buy |
7,362
+8
| +0.1% | +$983 | 0.26% | 75 |
|
|
2013
Q2 | $842K | Buy |
+7,354
| New | +$819K | 0.25% | 75 |
|
Other funds holding MCK
Tompkins Financial's MCK Position: Q3 2024 in Review
Tompkins Financial sold out of McKesson (MCK) in Q3 2024, closing a stake of 855 shares — an estimated $499K sold.
Tompkins Financial first reported a position in MCK in Q2 2013 and held it in 44 quarters. The position peaked at $1.53M in Q1 2015. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.
- Tompkins Financial reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
- Tompkins Financial sold 855 McKesson shares in Q3 2024, an estimated $499K.
- Tompkins Financial first reported a position in McKesson in Q2 2013 and held it in 44 quarters.
- Tompkins Financial's McKesson position peaked at $1.53M in Q1 2015.
- 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.
Based on Tompkins Financial's 13F filing for Q3 2024, filed 1 Nov 2024.