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BMS Financial Advisors’s McKesson MCK Stock Holding History

BMS Financial 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 		$344K Sell
806
-237
-23% -$91.1K 0.22% 85
2023
Q1 		$371K Buy
1,043
+8
+0.8% +$2.89K 0.26% 86
2022
Q4 		$388K Sell
1,035
-8
-0.8% -$2.98K 0.26% 69
2022
Q3 		$354K Buy
+1,043
New +$362K 0.25% 78

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

BMS Financial Advisors's MCK Position: Q2 2023 in Review

BMS Financial Advisors reduced its McKesson (MCK) stake by 23% in Q2 2023, selling an estimated $91.1K and leaving 806 shares worth $344K. The position accounts for 0.22% of the portfolio, ranked #85.

BMS Financial Advisors first reported a position in MCK in Q3 2022 and has held it in 4 quarters since. The position peaked at $388K in Q4 2022. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

  • BMS Financial Advisors held 806 shares of McKesson worth $344K as of Q2 2023.
  • BMS Financial Advisors sold 237 McKesson shares in Q2 2023, an estimated $91.1K.
  • McKesson made up 0.22% of BMS Financial Advisors's portfolio in Q2 2023, its #85 holding.
  • BMS Financial Advisors first reported a position in McKesson in Q3 2022 and has held it in 4 quarters since.
  • BMS Financial Advisors's McKesson position peaked at $388K in Q4 2022.
  • 1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.