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WESPAC Advisors’s McKesson MCK Stock Holding History

WESPAC Advisors’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 		– Sell
-2,556
Closed -$1.49M – 159
2024
Q2 		$1.49M Sell
2,556
-1,033
-29% -$575K 1.17% 20
2024
Q1 		$1.93M Buy
3,589
+1,151
+47% +$584K 1.12% 21
2023
Q4 		$1.13M Buy
2,438
+80
+3% +$36.4K 0.78% 42
2023
Q3 		$1.03M Buy
2,358
+647
+38% +$273K 0.77% 46
2023
Q2 		$731K Hold
1,711
– – 0.59% 59
2023
Q1 		$609K Sell
1,711
-642
-27% -$232K 0.57% 57
2022
Q4 		$883K Sell
2,353
-44
-2% -$16.4K 1.53% 18
2022
Q3 		$815K Buy
+2,397
New +$832K 1.1% 33

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

WESPAC Advisors's MCK Position: Q3 2024 in Review

WESPAC Advisors sold out of McKesson (MCK) in Q3 2024, closing a stake of 2,556 shares — an estimated $1.49M sold.

WESPAC Advisors first reported a position in MCK in Q3 2022 and held it in 8 quarters. The position peaked at $1.93M in Q1 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • WESPAC Advisors reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • WESPAC Advisors sold 2,556 McKesson shares in Q3 2024, an estimated $1.49M.
  • WESPAC Advisors first reported a position in McKesson in Q3 2022 and held it in 8 quarters.
  • WESPAC Advisors's McKesson position peaked at $1.93M in Q1 2024.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on WESPAC Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.