Accel Wealth Management’s McKesson MCK Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-24	Closed	-$8.69K	–	576
2023 Q1	$8.69K	Hold	24	–	–	﹤0.01%	930
2022 Q4	$9.14K	Hold	24	–	–	﹤0.01%	731
2022 Q3	$9K	Hold	24	–	–	﹤0.01%	759
2022 Q2	$8K	Buy	24 +12	+100%	+$3.84K	﹤0.01%	745
2022 Q1	$4K	Hold	12	–	–	﹤0.01%	829
2021 Q4	$3K	Buy	+12	New	+$2.63K	﹤0.01%	861
2021 Q3	–	Sell	-12	Closed	-$2K	–	863
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	860
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	829
2020 Q4	$2K	Buy	+12	New	+$2K	﹤0.01%	791

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Accel Wealth Management's MCK Position: Q2 2023 in Review

Accel Wealth Management sold out of McKesson (MCK) in Q2 2023, closing a stake of 24 shares — an estimated $8.69K sold.

Accel Wealth Management first reported a position in MCK in Q4 2020 and held it in 9 quarters. The position peaked at $9.14K in Q4 2022. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

Accel Wealth Management reported no remaining McKesson position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 24 McKesson shares in Q2 2023, an estimated $8.69K.
Accel Wealth Management first reported a position in McKesson in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's McKesson position peaked at $9.14K in Q4 2022.
1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.