BTR Capital Management’s McKesson MCK Stock Holding History

BTR 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
2022 Q3	$262K	Hold	770	–	–	0.04%	141
2022 Q2	$251K	Hold	770	–	–	0.04%	146
2022 Q1	$236K	Buy	+770	New	+$209K	0.03%	153
2019 Q2	–	Sell	-2,570	Closed	-$301K	–	176
2019 Q1	$301K	Hold	2,570	–	–	0.06%	134
2018 Q4	$284K	Hold	2,570	–	–	0.06%	138
2018 Q3	$341K	Buy	2,570 +870	+51%	+$113K	0.06%	127
2018 Q2	$227K	Hold	1,700	–	–	0.04%	134
2018 Q1	$239K	Hold	1,700	–	–	0.05%	130
2017 Q4	$265K	Sell	1,700 -80	-4%	-$11.9K	0.05%	129
2017 Q3	$273K	Sell	1,780 -150	-8%	-$23.4K	0.06%	127
2017 Q2	$318K	Buy	1,930 +80	+4%	+$12.1K	0.07%	119
2017 Q1	$274K	Sell	1,850 -350	-16%	-$51.3K	0.06%	132
2016 Q4	$367K	Hold	2,200	–	–	0.08%	123
2016 Q3	$367K	Buy	+2,200	New	+$410K	0.08%	123

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BTR Capital Management's MCK Position: Q3 2022 in Review

BTR Capital Management held its McKesson (MCK) position steady in Q3 2022 at 770 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #141.

BTR Capital Management first reported a position in MCK in Q3 2016 and has held it in 14 quarters since. The position peaked at $367K in Q4 2016. 1,196 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

BTR Capital Management held 770 shares of McKesson worth $262K as of Q3 2022.
BTR Capital Management left its McKesson share count unchanged in Q3 2022.
McKesson made up 0.04% of BTR Capital Management's portfolio in Q3 2022, its #141 holding.
BTR Capital Management first reported a position in McKesson in Q3 2016 and has held it in 14 quarters since.
BTR Capital Management's McKesson position peaked at $367K in Q4 2016.
1,196 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.