Bridgeworth’s McKesson MCK Stock Holding History

Bridgeworth’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 Q4	$1.67M	Sell	3,613 -4	-0.1%	-$1.82K	0.17%	57
2023 Q3	$1.57M	Hold	3,617	–	–	0.17%	57
2023 Q2	$1.55M	Buy	3,617 +4	+0.1%	+$1.54K	0.17%	54
2023 Q1	$1.29M	Hold	3,613	–	–	0.16%	63
2022 Q4	$1.36M	Sell	3,613 -144	-4%	-$53.7K	0.22%	60
2022 Q3	$1.28M	Hold	3,757	–	–	0.3%	53
2022 Q2	$1.23M	Hold	3,757	–	–	0.29%	58
2022 Q1	$1.15M	Hold	3,757	–	–	0.26%	55
2021 Q4	$934K	Hold	3,757	–	–	0.21%	61
2021 Q3	$749K	Hold	3,757	–	–	0.21%	60
2021 Q2	$718K	Hold	3,757	–	–	0.2%	59
2021 Q1	$733K	Hold	3,757	–	–	0.23%	53
2020 Q4	$653K	Buy	3,757 +107	+3%	+$17.8K	0.22%	62
2020 Q3	$544K	Buy	+3,650	New	+$554K	0.2%	68
2018 Q3	–	Sell	-50	Closed	-$6K	–	371
2018 Q2	$6K	Buy	+50	New	+$7.31K	﹤0.01%	486

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bridgeworth's MCK Position: Q4 2023 in Review

Bridgeworth reduced its McKesson (MCK) stake by 0.11% in Q4 2023, selling an estimated $1.82K and leaving 3,613 shares worth $1.67M. The position accounts for 0.17% of the portfolio, ranked #57.

Bridgeworth first reported a position in MCK in Q2 2018 and has held it in 15 quarters since. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

Bridgeworth held 3,613 shares of McKesson worth $1.67M as of Q4 2023.
Bridgeworth sold 4 McKesson shares in Q4 2023, an estimated $1.82K.
McKesson made up 0.17% of Bridgeworth's portfolio in Q4 2023, its #57 holding.
Bridgeworth first reported a position in McKesson in Q2 2018 and has held it in 15 quarters since.
1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.