55I LLC’s McKesson MCK Stock Holding History

55I LLC’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
2022 Q3	$840K	Buy	2,470 +1,505	+156%	+$522K	0.02%	289
2022 Q2	$315K	Buy	+965	New	+$309K	0.01%	427

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

55I LLC's MCK Position: Q3 2022 in Review

55I LLC increased its McKesson (MCK) stake by 156% in Q3 2022, buying an estimated $522K and bringing the position to 2,470 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #289.

55I LLC first reported a position in MCK in Q2 2022 and has held it in 2 quarters since. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

55I LLC held 2,470 shares of McKesson worth $840K as of Q3 2022.
55I LLC bought 1,505 McKesson shares in Q3 2022, an estimated $522K.
McKesson made up 0.02% of 55I LLC's portfolio in Q3 2022, its #289 holding.
55I LLC first reported a position in McKesson in Q2 2022 and has held it in 2 quarters since.
1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.