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Zega Financial’s McKesson MCK Stock Holding History

Zega Financial’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 		$1.54M Sell
3,120
-11
-0.4% -$6.13K 0.23% 30
2024
Q2 		$1.83M Buy
+3,131
New +$1.74M 0.33% 26

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 $315B AUM 27.84% 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

Zega Financial's MCK Position: Q3 2024 in Review

Zega Financial reduced its McKesson (MCK) stake by 0.35% in Q3 2024, selling an estimated $6.13K and leaving 3,120 shares worth $1.54M. The position accounts for 0.23% of the portfolio, ranked #30.

Zega Financial first reported a position in MCK in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.83M in Q2 2024. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Zega Financial held 3,120 shares of McKesson worth $1.54M as of Q3 2024.
  • Zega Financial sold 11 McKesson shares in Q3 2024, an estimated $6.13K.
  • McKesson made up 0.23% of Zega Financial's portfolio in Q3 2024, its #30 holding.
  • Zega Financial first reported a position in McKesson in Q2 2024 and has held it in 2 quarters since.
  • Zega Financial's McKesson position peaked at $1.83M in Q2 2024.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.