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Advisor Partners II’s McKesson MCK Stock Holding History

Advisor Partners II’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
Q3 		$3.34M Sell
7,670
-34
-0.4% -$14.3K 0.13% 157
2023
Q2 		$3.29M Buy
7,704
+786
+11% +$302K 0.15% 126
2023
Q1 		$2.46M Sell
6,918
-102
-1% -$36.8K 0.14% 149
2022
Q4 		$2.63M Buy
7,020
+501
+8% +$187K 0.16% 130
2022
Q3 		$2.22M Buy
+6,519
New +$2.26M 0.17% 121

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Partners II's MCK Position: Q3 2023 in Review

Advisor Partners II reduced its McKesson (MCK) stake by 0.44% in Q3 2023, selling an estimated $14.3K and leaving 7,670 shares worth $3.34M. The position accounts for 0.13% of the portfolio, ranked #157.

Advisor Partners II first reported a position in MCK in Q3 2022 and has held it in 5 quarters since. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

  • Advisor Partners II held 7,670 shares of McKesson worth $3.34M as of Q3 2023.
  • Advisor Partners II sold 34 McKesson shares in Q3 2023, an estimated $14.3K.
  • McKesson made up 0.13% of Advisor Partners II's portfolio in Q3 2023, its #157 holding.
  • Advisor Partners II first reported a position in McKesson in Q3 2022 and has held it in 5 quarters since.
  • 1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.