Number of Shares
2,020.00
Current Holdings Value*
$1.44 Mil
% of Portfolio
2.32%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
53.63%

Dana Large Cap Equity Fund's McKesson Corp Holding Summary

As of 2025-04-30, VALUED ADVISERS TRUST held 2,020.00 shares of McKesson Corp(MCK), totaling $1.44 Mil. This investment constitutes 2.32% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding McKesson Corp(MCK) stock.

The initial trade took place in 2022Q4. And since then Dana Large Cap Equity Fund has made 2 purchases of MCK, at an average price of $360.40, for a total of 6,000.00 shares. In addition, there have been 6 sales at an average price of $472.30 for 3,980.00 shares. Based on historical transaction data and MCK's current price of $714.00, Dana Large Cap Equity Fund's estimated gain on his MCK holdings is $1.16 Mil, reflecting a 53.63% gain to date.

Dana Large Cap Equity Fund MCK ($714.00) Holding Chart

Dana Large Cap Equity Fund MCK ($714.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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