AIP
MCK icon

Ahrens Investment Partners’s McKesson MCK Stock Holding History

Ahrens Investment Partners’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
Q1 		$36.3K Buy
+102
New +$36.8K 0.02% 371
2022
Q3 		– Sell
-103
Closed -$34K – 599
2022
Q2 		$34K Hold
103
– – 0.02% 399
2022
Q1 		$32K Hold
103
– – 0.01% 499
2021
Q4 		$26K Buy
+103
New +$22.6K 0.01% 525

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Ahrens Investment Partners's MCK Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in McKesson (MCK) in Q1 2023: 102 shares worth $36.3K. The stake represents 0.02% of the portfolio and ranks #371 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MCK as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MCK in Q4 2021 and has held it in 4 quarters since. 1,266 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • Ahrens Investment Partners held 102 shares of McKesson worth $36.3K as of Q1 2023.
  • McKesson was a new Ahrens Investment Partners position in Q1 2023.
  • McKesson made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #371 holding.
  • Ahrens Investment Partners first reported a position in McKesson in Q4 2021 and has held it in 4 quarters since.
  • 1,266 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.