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AMJ Financial Wealth Management’s McKesson MCK Stock Holding History

AMJ Financial 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
Q1 		– Sell
-19,893
Closed -$7.46M – 64
2022
Q4 		$7.46M Buy
19,893
+12,499
+169% +$4.66M 4.42% 9
2022
Q3 		$2.51M Buy
7,394
+5,539
+299% +$1.92M 1.63% 21
2022
Q2 		$605K Buy
1,855
+320
+21% +$102K 0.51% 30
2022
Q1 		$470K Buy
+1,535
New +$417K 0.19% 59

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

AMJ Financial Wealth Management's MCK Position: Q1 2023 in Review

AMJ Financial Wealth Management sold out of McKesson (MCK) in Q1 2023, closing a stake of 19,893 shares — an estimated $7.46M sold.

AMJ Financial Wealth Management first reported a position in MCK in Q1 2022 and held it in 4 quarters. The position peaked at $7.46M in Q4 2022. 1,266 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • AMJ Financial Wealth Management reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 19,893 McKesson shares in Q1 2023, an estimated $7.46M.
  • AMJ Financial Wealth Management first reported a position in McKesson in Q1 2022 and held it in 4 quarters.
  • AMJ Financial Wealth Management's McKesson position peaked at $7.46M in Q4 2022.
  • 1,266 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.