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Wilbanks Smith & Thomas Asset Management’s McKesson MCK Stock Holding History

Wilbanks Smith & Thomas 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
2024
Q1 		$263K Buy
+489
New +$248K 0.01% 474
2023
Q1 		– Sell
-712
Closed -$267K – 520
2022
Q4 		$267K Buy
+712
New +$266K 0.01% 407
2018
Q4 		– Sell
-181
Closed -$24K – 917
2018
Q3 		$24K Buy
+181
New +$23.6K ﹤0.01% 845

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilbanks Smith & Thomas Asset Management's MCK Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management opened a new position in McKesson (MCK) in Q1 2024: 489 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Wilbanks Smith & Thomas Asset Management previously reported a position in MCK as recently as Q4 2022.

Wilbanks Smith & Thomas Asset Management first reported a position in MCK in Q3 2018 and has held it in 3 quarters since. The position peaked at $267K in Q4 2022. 1,563 funds tracked by Wall St. Rank hold MCK as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 489 shares of McKesson worth $263K as of Q1 2024.
  • McKesson was a new Wilbanks Smith & Thomas Asset Management position in Q1 2024.
  • McKesson made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #474 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in McKesson in Q3 2018 and has held it in 3 quarters since.
  • Wilbanks Smith & Thomas Asset Management's McKesson position peaked at $267K in Q4 2022.
  • 1,563 funds tracked by Wall St. Rank held McKesson as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.