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Tyler-Stone Wealth Management’s McKesson MCK Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-12
Closed -$7.01K – 690
2024
Q2 		$7.01K Hold
12
– – ﹤0.01% 703
2024
Q1 		$6.44K Hold
12
– – ﹤0.01% 716
2023
Q4 		$5.56K Hold
12
– – ﹤0.01% 711
2023
Q3 		$5K Hold
12
– – ﹤0.01% 715
2023
Q2 		$5K Buy
+12
New +$4.61K ﹤0.01% 705
2022
Q1 		– Sell
-7
Closed -$2K – 906
2021
Q4 		$2K Buy
+7
New +$1.54K ﹤0.01% 806

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

Tyler-Stone Wealth Management's MCK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of McKesson (MCK) in Q3 2024, closing a stake of 12 shares — an estimated $7.01K sold.

Tyler-Stone Wealth Management first reported a position in MCK in Q4 2021 and held it in 6 quarters. The position peaked at $7.01K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 12 McKesson shares in Q3 2024, an estimated $7.01K.
  • Tyler-Stone Wealth Management first reported a position in McKesson in Q4 2021 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's McKesson position peaked at $7.01K in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.