Bellevue Asset Management’s McKesson MCK Stock Holding History

Bellevue 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	–	Sell	-108	Closed	-$40.3K	–	491
2022 Q4	$40.3K	Hold	108	–	–	0.03%	165
2022 Q3	$37K	Hold	108	–	–	0.03%	173
2022 Q2	$35K	Hold	108	–	–	0.03%	185
2022 Q1	$33K	Hold	108	–	–	0.02%	211
2021 Q4	$27K	Hold	108	–	–	0.02%	246
2021 Q3	$22K	Hold	108	–	–	0.01%	275
2021 Q2	$21K	Hold	108	–	–	0.01%	281
2021 Q1	$21K	Buy	+108	New	+$19.7K	0.01%	287

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

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

Bellevue Asset Management sold out of McKesson (MCK) in Q1 2023, closing a stake of 108 shares — an estimated $40.3K sold.

Bellevue Asset Management first reported a position in MCK in Q1 2021 and held it in 8 quarters. The position peaked at $40.3K in Q4 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

Bellevue Asset Management reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
Bellevue Asset Management sold 108 McKesson shares in Q1 2023, an estimated $40.3K.
Bellevue Asset Management first reported a position in McKesson in Q1 2021 and held it in 8 quarters.
Bellevue Asset Management's McKesson position peaked at $40.3K in Q4 2022.
1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Bellevue Asset Management's 13F filing for Q1 2023, filed 9 May 2023.