Bourgeon Capital Management’s McKesson MCK Stock Holding History

Bourgeon Capital 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	–	Sell	-17	Closed	-$6.05K	–	348
2023 Q1	$6.05K	Hold	17	–	–	﹤0.01%	255
2022 Q4	$6.38K	Buy	+17	New	+$6.34K	﹤0.01%	262
2017 Q4	–	Sell	-22,695	Closed	-$3.49M	–	95
2017 Q3	$3.49M	Buy	22,695 +1,265	+6%	+$197K	2.05%	20
2017 Q2	$3.53M	Buy	+21,430	New	+$3.25M	2.21%	18

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

Bourgeon Capital Management's MCK Position: Q2 2023 in Review

Bourgeon Capital Management sold out of McKesson (MCK) in Q2 2023, closing a stake of 17 shares — an estimated $6.05K sold.

Bourgeon Capital Management first reported a position in MCK in Q2 2017 and held it in 4 quarters. The position peaked at $3.53M in Q2 2017. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

Bourgeon Capital Management reported no remaining McKesson position as of Q2 2023 after selling out during the quarter.
Bourgeon Capital Management sold 17 McKesson shares in Q2 2023, an estimated $6.05K.
Bourgeon Capital Management first reported a position in McKesson in Q2 2017 and held it in 4 quarters.
Bourgeon Capital Management's McKesson position peaked at $3.53M in Q2 2017.
1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on Bourgeon Capital Management's 13F filing for Q2 2023, filed 20 Jul 2023.