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WealthSource Partners’s McKesson MCK Stock Holding History

WealthSource Partners’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 		$212K Buy
+459
New +$209K 0.01% 472
2017
Q1 		– Sell
-2,631
Closed -$370K – 302
2016
Q4 		$370K Buy
2,631
+250
+10% +$36.8K 0.16% 135
2016
Q3 		$397K Sell
2,381
-1,268
-35% -$236K 0.14% 146
2016
Q2 		$681K Buy
3,649
+195
+6% +$34.2K 0.25% 80
2016
Q1 		$543K Buy
+3,454
New +$558K 0.22% 89

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

WealthSource Partners's MCK Position: Q4 2023 in Review

WealthSource Partners opened a new position in McKesson (MCK) in Q4 2023: 459 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: WealthSource Partners previously reported a position in MCK as recently as Q4 2016.

WealthSource Partners first reported a position in MCK in Q1 2016 and has held it in 5 quarters since. The position peaked at $681K in Q2 2016. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

  • WealthSource Partners held 459 shares of McKesson worth $212K as of Q4 2023.
  • McKesson was a new WealthSource Partners position in Q4 2023.
  • McKesson made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #472 holding.
  • WealthSource Partners first reported a position in McKesson in Q1 2016 and has held it in 5 quarters since.
  • WealthSource Partners's McKesson position peaked at $681K in Q2 2016.
  • 1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.