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Cardinal Point Wealth Management Partners’s McKesson MCK Stock Holding History

Cardinal Point Wealth Management Partners’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
Q1 		$313K Hold
878
– – 0.1% 62
2022
Q4 		$330K Sell
878
-65
-7% -$24.2K 0.11% 53
2022
Q3 		$327K Buy
+943
New +$327K 0.16% 38

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Cardinal Point Wealth Management Partners's MCK Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its McKesson (MCK) position steady in Q1 2023 at 878 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #62.

Cardinal Point Wealth Management Partners first reported a position in MCK in Q3 2022 and has held it in 3 quarters since. The position peaked at $330K in Q4 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 878 shares of McKesson worth $313K as of Q1 2023.
  • Cardinal Point Wealth Management Partners left its McKesson share count unchanged in Q1 2023.
  • McKesson made up 0.1% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #62 holding.
  • Cardinal Point Wealth Management Partners first reported a position in McKesson in Q3 2022 and has held it in 3 quarters since.
  • Cardinal Point Wealth Management Partners's McKesson position peaked at $330K in Q4 2022.
  • 1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.