Tradition Wealth Management’s McKesson MCK Stock Holding History

Tradition 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
2023 Q4	–	Sell	-8	Closed	-$3K	–	1330
2023 Q3	$3K	Buy	8 +1	+14%	+$421	﹤0.01%	1312
2023 Q2	$3K	Buy	+7	New	+$2.69K	﹤0.01%	1341

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's MCK Position: Q4 2023 in Review

Tradition Wealth Management sold out of McKesson (MCK) in Q4 2023, closing a stake of 8 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in MCK in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

Tradition Wealth Management reported no remaining McKesson position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 8 McKesson shares in Q4 2023, an estimated $3K.
Tradition Wealth Management first reported a position in McKesson in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's McKesson position peaked at $3K in Q3 2023.
1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.