TRUE Private Wealth Advisors’s McKesson MCK Stock Holding History

TRUE Private Wealth 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 Q3	–	Sell	-367	Closed	-$214K	–	251
2024 Q2	$214K	Buy	+367	New	+$204K	0.02%	264
2021 Q1	–	Sell	-73	Closed	-$12K	–	510
2020 Q4	$12K	Hold	73	–	–	﹤0.01%	515
2020 Q3	$10K	Hold	73	–	–	﹤0.01%	499
2020 Q2	$11K	Hold	73	–	–	﹤0.01%	477
2020 Q1	$9K	Sell	73 -9	-11%	-$1.32K	﹤0.01%	465
2019 Q4	$11K	Buy	+82	New	+$11.6K	﹤0.01%	584
2019 Q3	–	Sell	-82	Closed	-$11K	–	524
2019 Q2	$11K	Buy	+82	New	+$10.2K	﹤0.01%	535
2018 Q4	–	Sell	-337	Closed	-$44.9K	–	647
2018 Q3	$44.9K	Buy	+337	New	+$43.9K	0.01%	477

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRUE Private Wealth Advisors's MCK Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of McKesson (MCK) in Q3 2024, closing a stake of 367 shares — an estimated $214K sold.

TRUE Private Wealth Advisors first reported a position in MCK in Q3 2018 and held it in 8 quarters. The position peaked at $214K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 367 McKesson shares in Q3 2024, an estimated $214K.
TRUE Private Wealth Advisors first reported a position in McKesson in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's McKesson position peaked at $214K in Q2 2024.
1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.