WAM
MCK icon

Watershed Asset Management’s McKesson MCK Stock Holding History

Watershed Asset 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 		$298K Buy
643
+58
+10% +$26.4K 0.35% 47
2023
Q3 		$254K Buy
+585
New +$247K 0.3% 90

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Watershed Asset Management's MCK Position: Q4 2023 in Review

Watershed Asset Management increased its McKesson (MCK) stake by 9.9% in Q4 2023, buying an estimated $26.4K and bringing the position to 643 shares worth $298K. The position accounts for 0.35% of the portfolio, ranked #47.

Watershed Asset Management first reported a position in MCK in Q3 2023 and has held it in 2 quarters since. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

  • Watershed Asset Management held 643 shares of McKesson worth $298K as of Q4 2023.
  • Watershed Asset Management bought 58 McKesson shares in Q4 2023, an estimated $26.4K.
  • McKesson made up 0.35% of Watershed Asset Management's portfolio in Q4 2023, its #47 holding.
  • Watershed Asset Management first reported a position in McKesson in Q3 2023 and has held it in 2 quarters since.
  • 1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.