Weatherly Asset Management’s McKesson MCK Stock Holding History

Weatherly 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
2025 Q3	$5.2M	Sell
2025 Q2	$5.05M	Sell
2025 Q1	$4.65M	Hold
2024 Q4	$3.94M	Hold
2024 Q3	$3.42M	Hold
2024 Q2	$4.04M	Sell
2024 Q1	$3.72M	Sell
2023 Q4	$3.26M	Sell
2023 Q3	$3.19M	Sell
2023 Q2	$3.19M	Sell
2023 Q1	$2.68M	Sell
2022 Q4	$2.86M	Sell
2022 Q3	$2.6M	Sell
2022 Q2	$2.5M	Sell
2022 Q1	$2.45M	Hold
2021 Q4	$1.99M	Hold
2021 Q3	$1.6M	Sell
2021 Q2	$1.55M	Sell
2021 Q1	$1.6M	Sell
2020 Q4	$1.44M	Hold
2020 Q3	$1.23M	Sell
2020 Q2	$1.27M	Hold
2020 Q1	$1.12M	Sell
2019 Q4	$1.2M	Sell
2019 Q3	$1.25M	Sell
2019 Q2	$1.48M	Sell
2019 Q1	$1.3M	Sell
2018 Q4	$1.33M	Sell
2018 Q3	$1.63M	Hold
2018 Q2	$1.64M	Sell
2018 Q1	$1.78M	Sell
2017 Q4	$1.98M	Buy
2017 Q3	$1.67M	Sell
2017 Q2	$1.81M	Sell
2017 Q1	$1.65M	Sell
2016 Q4	$1.58M	Sell
2016 Q3	$1.89M	Sell
2016 Q2	$2.13M	Sell
2016 Q1	$2.41M	Sell
2015 Q4	$3.03M	Sell
2015 Q3	$2.84M	Sell
2015 Q2	$3.48M	Sell
2015 Q1	$3.52M	Sell
2014 Q4	$3.25M	Sell
2014 Q3	$3.08M	Buy
2014 Q2	$2.95M	Sell
2014 Q1	$2.84M	Sell
2013 Q4	$2.65M	Sell
2013 Q3	$5.77M	Buy
2013 Q2	$5.1M	Buy