Wellington Shields Capital Management’s McKesson MCK Stock Holding History

Wellington Shields Capital Management’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.6M	Sell	7,641 -10	-0.1%	-$7.33K	0.95%	23
2025 Q1	$5.15M	Hold	7,651	–	–	0.93%	24
2024 Q4	$4.36M	Hold	7,651	–	–	0.77%	27
2024 Q3	$3.78M	Buy	7,651 +90	+1%	+$44.5K	0.66%	34
2024 Q2	$4.42M	Hold	7,561	–	–	0.8%	26
2024 Q1	$4.06M	Buy	7,561 +791	+12%	+$425K	0.77%	28
2023 Q4	$3.13M	Buy	6,770 +3,500	+107%	+$1.62M	0.39%	34
2023 Q3	$1.42M	Sell	3,270 -1,050	-24%	-$457K	0.19%	77
2023 Q2	$1.85M	Hold	4,320	–	–	0.23%	67
2023 Q1	$1.54M	Sell	4,320 -1,005	-19%	-$358K	0.19%	72
2022 Q4	$2M	Hold	5,325	–	–	0.24%	57
2022 Q3	$1.81M	Hold	5,325	–	–	0.43%	58
2022 Q2	$1.74M	Buy	5,325 +125	+2%	+$40.8K	0.22%	60
2022 Q1	$1.59M	Buy	+5,200	New	+$1.59M	0.17%	86
2018 Q1	–	Sell	-2,010	Closed	-$313K	–	339
2017 Q4	$313K	Buy	2,010 +70	+4%	+$10.9K	0.05%	275
2017 Q3	$298K	Hold	1,940	–	–	0.05%	266
2017 Q2	$319K	Sell	1,940 -600	-24%	-$98.7K	0.05%	266
2017 Q1	$377K	Sell	2,540 -135	-5%	-$20K	0.06%	234
2016 Q4	$376K	Sell	2,675 -8,510	-76%	-$1.2M	0.06%	230
2016 Q3	$1.87M	Sell	11,185 -2,000	-15%	-$333K	0.32%	69
2016 Q2	$2.46M	Sell	13,185 -750	-5%	-$140K	0.42%	54
2016 Q1	$2.19M	Sell	13,935 -3,135	-18%	-$493K	0.38%	58
2015 Q4	$3.37M	Buy	17,070 +2,225	+15%	+$439K	0.57%	40
2015 Q3	$2.75M	Sell	14,845 -5,750	-28%	-$1.06M	0.47%	39
2015 Q2	$4.63M	Buy	20,595 +1,000	+5%	+$225K	0.71%	29
2015 Q1	$4.43M	Buy	19,595 +7,650	+64%	+$1.73M	0.66%	30
2014 Q4	$2.48M	Buy	11,945 +185	+2%	+$38.4K	0.39%	53
2014 Q3	$2.29M	Hold	11,760	–	–	0.38%	52
2014 Q2	$2.19M	Sell	11,760 -150	-1%	-$27.9K	0.34%	54
2014 Q1	$2.1M	Sell	11,910 -2,700	-18%	-$477K	0.36%	50
2013 Q4	$2.36M	Hold	14,610	–	–	0.42%	42
2013 Q3	$1.87M	Buy	14,610 +650	+5%	+$83.4K	0.36%	53
2013 Q2	$1.6M	Buy	+13,960	New	+$1.6M	0.28%	67