Number of Shares
209,085.00
Current Holdings Value*
$140.71 Mil
% of Portfolio
0.69%
Total Estimate Gain
$184.60 Mil
% of Total Estimate Gain
234.21%

Disciplined Value Mid Cap Fund's McKesson Corp Holding Summary

As of 2025-03-31, Disciplined Value Mid Cap Fund held 209,085.00 shares of McKesson Corp(MCK), totaling $140.71 Mil. This investment constitutes 0.69% of their stock portfolio, and Disciplined Value Mid Cap Fund now holds 0.17% of the outstanding McKesson Corp(MCK) stock.

The initial trade took place in 2019Q3. And since then Disciplined Value Mid Cap Fund has made 2 purchases of MCK, at an average price of $141.92, for a total of 555,345.00 shares. In addition, there have been 3 sales at an average price of $332.14 for 346,260.00 shares. Based on historical transaction data and MCK's current price of $709.80, Disciplined Value Mid Cap Fund's estimated gain on his MCK holdings is $184.60 Mil, reflecting a 234.21% gain to date.

Disciplined Value Mid Cap Fund MCK ($709.80) Holding Chart

Disciplined Value Mid Cap Fund MCK ($709.80) 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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