BerganKDV Wealth Management’s McKesson MCK Stock Holding History

BerganKDV 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 Q2	$174K	Sell	407 -21	-5%	-$8.07K	0.02%	238
2023 Q1	$152K	Buy	428 +21	+5%	+$7.58K	0.02%	259
2022 Q4	$153K	Hold	407	–	–	0.02%	257
2022 Q3	$138K	Hold	407	–	–	0.02%	259
2022 Q2	$133K	Hold	407	–	–	0.02%	275
2022 Q1	$125K	Sell	407 -55	-12%	-$15K	0.01%	287
2021 Q4	$115K	Sell	462 -20	-4%	-$4.39K	0.01%	316
2021 Q3	$96K	Hold	482	–	–	0.01%	326
2021 Q2	$92K	Buy	482 +75	+18%	+$14.5K	0.01%	319
2021 Q1	$79K	Hold	407	–	–	0.01%	321
2020 Q4	$71K	Hold	407	–	–	0.01%	314
2020 Q3	$61K	Hold	407	–	–	0.01%	317
2020 Q2	$62K	Buy	407 +7	+2%	+$1.01K	0.01%	329
2020 Q1	$54K	Hold	400	–	–	0.01%	313
2019 Q4	$55K	Hold	400	–	–	0.01%	337
2019 Q3	$55K	Hold	400	–	–	0.01%	320
2019 Q2	$54K	Hold	400	–	–	0.01%	320
2019 Q1	$47K	Hold	400	–	–	0.01%	347
2018 Q4	$44K	Hold	400	–	–	0.01%	310
2018 Q3	$53K	Hold	400	–	–	0.01%	310
2018 Q2	$53K	Buy	+400	New	+$58.5K	0.01%	315

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BerganKDV Wealth Management's MCK Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its McKesson (MCK) stake by 4.9% in Q2 2023, selling an estimated $8.07K and leaving 407 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #238.

BerganKDV Wealth Management first reported a position in MCK in Q2 2018 and has held it in 21 quarters since. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

BerganKDV Wealth Management held 407 shares of McKesson worth $174K as of Q2 2023.
BerganKDV Wealth Management sold 21 McKesson shares in Q2 2023, an estimated $8.07K.
McKesson made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #238 holding.
BerganKDV Wealth Management first reported a position in McKesson in Q2 2018 and has held it in 21 quarters since.
1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.