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BDO Wealth Advisors’s McKesson MCK Stock Holding History

BDO Wealth Advisors’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
Q2 		$3.91M Buy
9,150
+3
+0% +$1.15K 0.45% 48
2023
Q1 		$3.26M Sell
9,147
-526
-5% -$190K 0.4% 53
2022
Q4 		$3.63M Hold
9,673
– – 0.45% 42
2022
Q3 		$3.29M Buy
9,673
+20
+0.2% +$6.94K 0.44% 42
2022
Q2 		$3.15M Sell
9,653
-341
-3% -$109K 0.39% 46
2022
Q1 		$3.06M Buy
9,994
+67
+0.7% +$18.2K 0.33% 61
2021
Q4 		$2.47M Buy
9,927
+441
+5% +$96.8K 0.26% 72
2021
Q3 		$1.89M Buy
9,486
+365
+4% +$73K 0.21% 85
2021
Q2 		$1.74M Buy
9,121
+217
+2% +$41.9K 0.19% 91
2021
Q1 		$1.74M Sell
8,904
-429
-5% -$78.3K 0.2% 87
2020
Q4 		$1.62M Buy
9,333
+70
+0.8% +$11.7K 0.23% 78
2020
Q3 		$1.38M Buy
9,263
+209
+2% +$31.7K 0.22% 76
2020
Q2 		$1.39M Buy
9,054
+510
+6% +$73.7K 0.24% 74
2020
Q1 		$1.16M Buy
8,544
+1,974
+30% +$289K 0.23% 78
2019
Q4 		$909K Sell
6,570
-979
-13% -$138K 0.23% 79
2019
Q3 		$1.03M Buy
7,549
+650
+9% +$92.2K 0.26% 75
2019
Q2 		$927K Buy
6,899
+312
+5% +$38.9K 0.25% 79
2019
Q1 		$771K Buy
6,587
+51
+0.8% +$6.29K 0.22% 86
2018
Q4 		$722K Buy
6,536
+252
+4% +$31.4K 0.25% 75
2018
Q3 		$834K Sell
6,284
-895
-12% -$117K 0.27% 71
2018
Q2 		$958K Sell
7,179
-154
-2% -$22.5K 0.33% 63
2018
Q1 		$1.03M Buy
7,333
+874
+14% +$136K 0.39% 49
2017
Q4 		$1.01M Sell
6,459
-230
-3% -$34.1K 0.45% 43
2017
Q3 		$1.03M Hold
6,689
– – 0.51% 37
2017
Q2 		$1.1M Buy
+6,689
New +$1.01M 0.48% 39

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's MCK Position: Q2 2023 in Review

BDO Wealth Advisors increased its McKesson (MCK) stake by 0.03% in Q2 2023, buying an estimated $1.15K and bringing the position to 9,150 shares worth $3.91M. The position accounts for 0.45% of the portfolio, ranked #48.

BDO Wealth Advisors first reported a position in MCK in Q2 2017 and has held it in 25 quarters since. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

  • BDO Wealth Advisors held 9,150 shares of McKesson worth $3.91M as of Q2 2023.
  • BDO Wealth Advisors bought 3 McKesson shares in Q2 2023, an estimated $1.15K.
  • McKesson made up 0.45% of BDO Wealth Advisors's portfolio in Q2 2023, its #48 holding.
  • BDO Wealth Advisors first reported a position in McKesson in Q2 2017 and has held it in 25 quarters since.
  • 1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.