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Badgley, Phelps & Bell’s McKesson MCK Stock Holding History

Badgley, Phelps & Bell’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
2016
Q4 		– Sell
-41,752
Closed -$6.96M – 152
2016
Q3 		$6.96M Buy
41,752
+55
+0.1% +$10.3K 0.61% 76
2016
Q2 		$7.78M Buy
41,697
+782
+2% +$137K 0.71% 59
2016
Q1 		$6.43M Buy
40,915
+1,812
+5% +$293K 0.61% 73
2015
Q4 		$7.71M Sell
39,103
-287
-0.7% -$54.2K 0.76% 56
2015
Q3 		$7.29M Buy
39,390
+768
+2% +$163K 0.76% 57
2015
Q2 		$8.68M Buy
38,622
+2,437
+7% +$563K 0.85% 52
2015
Q1 		$8.19M Buy
36,185
+1,206
+3% +$267K 0.8% 55
2014
Q4 		$7.26M Buy
34,979
+668
+2% +$136K 0.71% 72
2014
Q3 		$6.68M Buy
34,311
+362
+1% +$69.7K 0.66% 75
2014
Q2 		$6.32M Buy
33,949
+400
+1% +$71.2K 0.63% 76
2014
Q1 		$5.92M Buy
+33,549
New +$5.86M 0.61% 75

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Badgley, Phelps & Bell's MCK Position: Q4 2016 in Review

Badgley, Phelps & Bell sold out of McKesson (MCK) in Q4 2016, closing a stake of 41,752 shares — an estimated $6.96M sold.

Badgley, Phelps & Bell first reported a position in MCK in Q1 2014 and held it in 11 quarters. The position peaked at $8.68M in Q2 2015. 889 funds tracked by Wall St. Rank hold MCK as of Q4 2016.

  • Badgley, Phelps & Bell reported no remaining McKesson position as of Q4 2016 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 41,752 McKesson shares in Q4 2016, an estimated $6.96M.
  • Badgley, Phelps & Bell first reported a position in McKesson in Q1 2014 and held it in 11 quarters.
  • Badgley, Phelps & Bell's McKesson position peaked at $8.68M in Q2 2015.
  • 889 funds tracked by Wall St. Rank held McKesson as of Q4 2016.

Based on Badgley, Phelps & Bell's 13F filing for Q4 2016, filed 7 Feb 2017.