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ACG Wealth’s McKesson MCK Stock Holding History

ACG Wealth’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 		– Sell
-61
Closed -$20K – 699
2022
Q2 		$20K Buy
+61
New +$19.5K ﹤0.01% 574
2016
Q4 		– Sell
-7,111
Closed -$1.19M – 269
2016
Q3 		$1.19M Sell
7,111
-5,253
-42% -$979K 0.25% 100
2016
Q2 		$2.31M Sell
12,364
-5,387
-30% -$945K 0.51% 58
2016
Q1 		$2.79M Sell
17,751
-611
-3% -$98.7K 0.63% 43
2015
Q4 		$3.62M Buy
18,362
+965
+6% +$182K 0.81% 33
2015
Q3 		$3.22M Buy
17,397
+1,509
+9% +$320K 0.87% 31
2015
Q2 		$3.57M Sell
15,888
-339
-2% -$78.4K 0.89% 26
2015
Q1 		$3.67M Buy
16,227
+578
+4% +$128K 0.97% 22
2014
Q4 		$3.25M Sell
15,649
-756
-5% -$154K 0.88% 23
2014
Q3 		$3.19M Sell
16,405
-15,729
-49% -$3.03M 0.9% 25
2014
Q2 		$5.98M Buy
32,134
+15,843
+97% +$2.82M 1.13% 15
2014
Q1 		$2.88M Sell
16,291
-6,854
-30% -$1.2M 0.85% 24
2013
Q4 		$3.74M Buy
23,145
+6,945
+43% +$1.07M 0.96% 23
2013
Q3 		$2.08M Buy
16,200
+3,125
+24% +$384K 0.86% 40
2013
Q2 		$1.5M Buy
+13,075
New +$1.46M 0.58% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACG Wealth's MCK Position: Q3 2022 in Review

ACG Wealth sold out of McKesson (MCK) in Q3 2022, closing a stake of 61 shares — an estimated $20K sold.

ACG Wealth first reported a position in MCK in Q2 2013 and held it in 15 quarters. The position peaked at $5.98M in Q2 2014. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

  • ACG Wealth reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 61 McKesson shares in Q3 2022, an estimated $20K.
  • ACG Wealth first reported a position in McKesson in Q2 2013 and held it in 15 quarters.
  • ACG Wealth's McKesson position peaked at $5.98M in Q2 2014.
  • 1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.