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Advisor Group’s McKesson MCK Stock Holding History

Advisor Group’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
2019
Q4 		$3.69M Sell
26,612
-1,874
-7% -$265K 0.03% 528
2019
Q3 		$3.9M Sell
28,486
-2,466
-8% -$350K 0.03% 496
2019
Q2 		$4.16M Buy
30,952
+1,000
+3% +$125K 0.03% 463
2019
Q1 		$3.51M Buy
29,952
+810
+3% +$100K 0.03% 486
2018
Q4 		$3.22M Buy
29,142
+853
+3% +$106K 0.03% 446
2018
Q3 		$3.75M Buy
28,289
+1,919
+7% +$250K 0.04% 417
2018
Q2 		$3.52M Sell
26,370
-3,897
-13% -$570K 0.05% 348
2018
Q1 		$4.26M Buy
30,267
+568
+2% +$88.5K 0.06% 294
2017
Q4 		$4.63M Buy
29,699
+8,177
+38% +$1.21M 0.06% 280
2017
Q3 		$3.31M Buy
21,522
+67
+0.3% +$10.5K 0.05% 339
2017
Q2 		$3.53M Buy
21,455
+3,771
+21% +$572K 0.06% 306
2017
Q1 		$2.62M Buy
17,684
+3,605
+26% +$528K 0.05% 369
2016
Q4 		$1.98M Buy
14,079
+4,036
+40% +$594K 0.04% 425
2016
Q3 		$1.68M Buy
10,043
+2,092
+26% +$390K 0.04% 459
2016
Q2 		$1.48M Buy
+7,951
New +$1.39M 0.04% 472

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Advisor Group's MCK Position: Q4 2019 in Review

Advisor Group reduced its McKesson (MCK) stake by 6.6% in Q4 2019, selling an estimated $265K and leaving 26,612 shares worth $3.69M. The position accounts for 0.03% of the portfolio, ranked #528.

Advisor Group first reported a position in MCK in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.63M in Q4 2017. 863 funds tracked by Wall St. Rank hold MCK as of Q4 2019.

  • Advisor Group held 26,612 shares of McKesson worth $3.69M as of Q4 2019.
  • Advisor Group sold 1,874 McKesson shares in Q4 2019, an estimated $265K.
  • McKesson made up 0.03% of Advisor Group's portfolio in Q4 2019, its #528 holding.
  • Advisor Group first reported a position in McKesson in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's McKesson position peaked at $4.63M in Q4 2017.
  • 863 funds tracked by Wall St. Rank held McKesson as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.