Wintrust Investments’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $23K | Sell |
40
-210
| -84% | -$118K | 0.02% | 368 |
|
|
2024
Q3 | $123K | Sell |
250
-2,122
| -89% | -$1.18M | 0.09% | 184 |
|
|
2024
Q2 | $1.39M | Sell |
2,372
-270
| -10% | -$150K | 0.11% | 157 |
|
|
2024
Q1 | $1.42M | Sell |
2,642
-690
| -21% | -$350K | 0.13% | 152 |
|
|
2023
Q4 | $1.54M | Sell |
3,332
-481
| -13% | -$219K | 0.15% | 138 |
|
|
2023
Q3 | $1.66M | Sell |
3,813
-26
| -0.7% | -$11K | 0.17% | 123 |
|
|
2023
Q2 | $1.64M | Buy |
+3,839
| New | +$1.48M | 0.16% | 118 |
|
|
2023
Q1 | – | Sell |
-4,622
| Closed | -$1.73M | – | 365 |
|
|
2022
Q4 | $1.73M | Sell |
4,622
-1,936
| -30% | -$722K | 0.23% | 86 |
|
|
2022
Q3 | $2M | Sell |
6,558
-1,174
| -15% | -$408K | 0.25% | 76 |
|
|
2022
Q2 | $2.25M | Sell |
7,732
-1,390
| -15% | -$445K | 0.27% | 64 |
|
|
2022
Q1 | $2.43M | Sell |
9,122
-4,945
| -35% | -$1.34M | 0.23% | 73 |
|
|
2021
Q4 | $2.64M | Buy |
14,067
+3,767
| +37% | +$827K | 0.25% | 71 |
|
|
2021
Q3 | $1.55M | Sell |
10,300
-5,403
| -34% | -$1.08M | 0.21% | 87 |
|
|
2021
Q2 | $2.54M | Sell |
15,703
-700
| -4% | -$135K | 0.26% | 78 |
|
|
2021
Q1 | $2.65M | Sell |
16,403
-3,724
| -19% | -$680K | 0.27% | 75 |
|
|
2020
Q4 | $3.1M | Sell |
20,127
-3,891
| -16% | -$648K | 0.88% | 29 |
|
|
2020
Q3 | $3.52M | Buy |
24,018
+17,318
| +258% | +$2.63M | 0.48% | 48 |
|
|
2020
Q2 | $1M | Sell |
6,700
-1,835
| -21% | -$265K | 0.14% | 122 |
|
|
2020
Q1 | $1.21M | Sell |
8,535
-856
| -9% | -$125K | 0.2% | 90 |
|
|
2019
Q4 | $1.34M | Sell |
9,391
-53
| -0.6% | -$7.49K | 0.19% | 100 |
|
|
2019
Q3 | $1.38M | Sell |
9,444
-9,800
| -51% | -$1.39M | 0.21% | 88 |
|
|
2019
Q2 | $2.77M | Sell |
19,244
-875
| -4% | -$109K | 0.42% | 51 |
|
|
2019
Q1 | $2.9M | Buy |
20,119
+9,165
| +84% | +$1.13M | 0.47% | 46 |
|
|
2018
Q4 | $1.53M | Buy |
10,954
+4,085
| +59% | +$509K | 0.29% | 68 |
|
|
2018
Q3 | $988K | Buy |
6,869
+4,960
| +260% | +$647K | 0.16% | 121 |
|
|
2018
Q2 | $255K | Sell |
1,909
-481
| -20% | -$70.3K | 0.04% | 303 |
|
|
2018
Q1 | $337K | Sell |
2,390
-1,365
| -36% | -$213K | 0.09% | 182 |
|
|
2017
Q4 | $586K | Buy |
3,755
+575
| +18% | +$85.2K | 0.14% | 158 |
|
|
2017
Q3 | $488K | Sell |
3,180
-3,265
| -51% | -$510K | 0.12% | 164 |
|
|
2017
Q2 | $1.06M | Buy |
6,445
+710
| +12% | +$108K | 0.28% | 87 |
|
|
2017
Q1 | $850K | Buy |
5,735
+1,275
| +29% | +$187K | 0.24% | 98 |
|
|
2016
Q4 | $626K | Buy |
4,460
+405
| +10% | +$59.6K | 0.26% | 77 |
|
|
2016
Q3 | $676K | Buy |
4,055
+701
| +21% | +$131K | 0.31% | 62 |
|
|
2016
Q2 | $26K | Buy |
+3,354
| New | +$588K | 0.05% | 135 |
|
Other funds holding MCK
Wintrust Investments's MCK Position: Q4 2024 in Review
Wintrust Investments reduced its McKesson (MCK) stake by 84% in Q4 2024, selling an estimated $118K and leaving 40 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #368.
Wintrust Investments first reported a position in MCK in Q2 2016 and has held it in 34 quarters since. The position peaked at $3.52M in Q3 2020. 1,669 funds tracked by Wall St. Rank hold MCK as of Q4 2024.
- Wintrust Investments held 40 shares of McKesson worth $23K as of Q4 2024.
- Wintrust Investments sold 210 McKesson shares in Q4 2024, an estimated $118K.
- McKesson made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #368 holding.
- Wintrust Investments first reported a position in McKesson in Q2 2016 and has held it in 34 quarters since.
- Wintrust Investments's McKesson position peaked at $3.52M in Q3 2020.
- 1,669 funds tracked by Wall St. Rank held McKesson as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.