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Union Investments & Development’s McKesson MCK Stock Holding History

Union Investments & Development’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 		$158K Hold
320
– – 0.91% 21
2024
Q2 		$187K Sell
320
-300
-48% -$167K 1.14% 15
2024
Q1 		$333K Hold
620
– – 1.51% 13
2023
Q4 		$287K Hold
620
– – 0.27% 15
2023
Q3 		$270K Hold
620
– – 0.15% 15
2023
Q2 		$265K Hold
620
– – 0.13% 16
2023
Q1 		$221K Hold
620
– – 0.13% 19
2022
Q4 		$235K Hold
620
– – 0.14% 16
2022
Q3 		$211K Buy
+620
New +$215K 0.1% 18

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

Union Investments & Development's MCK Position: Q3 2024 in Review

Union Investments & Development held its McKesson (MCK) position steady in Q3 2024 at 320 shares worth $158K. The position accounts for 0.91% of the portfolio, ranked #21.

Union Investments & Development first reported a position in MCK in Q3 2022 and has held it in 9 quarters since. The position peaked at $333K in Q1 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Union Investments & Development held 320 shares of McKesson worth $158K as of Q3 2024.
  • Union Investments & Development left its McKesson share count unchanged in Q3 2024.
  • McKesson made up 0.91% of Union Investments & Development's portfolio in Q3 2024, its #21 holding.
  • Union Investments & Development first reported a position in McKesson in Q3 2022 and has held it in 9 quarters since.
  • Union Investments & Development's McKesson position peaked at $333K in Q1 2024.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Union Investments & Development's 13F filing for Q3 2024, filed 12 Nov 2024.