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Zimmermann Investment Management & Planning’s McKesson MCK Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-4,361
Closed -$2.16M – 81
2024
Q3 		$2.16M Buy
4,361
+146
+3% +$81.3K 0.66% 38
2024
Q2 		$2.46M Buy
4,215
+779
+23% +$434K 0.82% 34
2024
Q1 		$1.84M Buy
3,436
+82
+2% +$41.6K 0.66% 47
2023
Q4 		$1.55M Sell
3,354
-522
-13% -$237K 0.64% 40
2023
Q3 		$1.69M Buy
3,876
+335
+9% +$141K 0.81% 38
2023
Q2 		$1.51M Buy
3,541
+171
+5% +$65.7K 0.7% 40
2023
Q1 		$1.2M Buy
3,370
+467
+16% +$169K 0.63% 40
2022
Q4 		$1.09M Buy
2,903
+398
+16% +$148K 0.63% 34
2022
Q3 		$851K Buy
+2,505
New +$870K 0.53% 37

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zimmermann Investment Management & Planning's MCK Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of McKesson (MCK) in Q4 2024, closing a stake of 4,361 shares — an estimated $2.16M sold.

Zimmermann Investment Management & Planning first reported a position in MCK in Q3 2022 and held it in 9 quarters. The position peaked at $2.46M in Q2 2024. 1,669 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 4,361 McKesson shares in Q4 2024, an estimated $2.16M.
  • Zimmermann Investment Management & Planning first reported a position in McKesson in Q3 2022 and held it in 9 quarters.
  • Zimmermann Investment Management & Planning's McKesson position peaked at $2.46M in Q2 2024.
  • 1,669 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.