Baldrige Asset Management’s McKesson MCK Stock Holding History

Baldrige Asset 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	$71K	Hold	200	–	–	0.03%	157
2022 Q4	$75K	Hold	200	–	–	0.03%	155
2022 Q3	$68K	Hold	200	–	–	0.03%	151
2022 Q2	$65K	Hold	200	–	–	0.03%	156
2022 Q1	$61K	Hold	200	–	–	0.02%	161
2021 Q4	$50K	Hold	200	–	–	0.02%	167
2021 Q3	$40K	Hold	200	–	–	0.02%	182
2021 Q2	$38K	Buy	+200	New	+$38.6K	0.02%	183

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Baldrige Asset Management's MCK Position: Q1 2023 in Review

Baldrige Asset Management held its McKesson (MCK) position steady in Q1 2023 at 200 shares worth $71K. The position accounts for 0.03% of the portfolio, ranked #157.

Baldrige Asset Management first reported a position in MCK in Q2 2021 and has held it in 8 quarters since. The position peaked at $75K in Q4 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

Baldrige Asset Management held 200 shares of McKesson worth $71K as of Q1 2023.
Baldrige Asset Management left its McKesson share count unchanged in Q1 2023.
McKesson made up 0.03% of Baldrige Asset Management's portfolio in Q1 2023, its #157 holding.
Baldrige Asset Management first reported a position in McKesson in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's McKesson position peaked at $75K in Q4 2022.
1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.