Cassia Capital Partners’s McKesson MCK Stock Holding History

Cassia Capital 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 Q2	–	Sell	-742	Closed	-$264K	–	74
2023 Q1	$264K	Sell	742 -10	-1%	-$3.61K	0.21%	59
2022 Q4	$282K	Buy	+752	New	+$280K	0.23%	59

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

Cassia Capital Partners's MCK Position: Q2 2023 in Review

Cassia Capital Partners sold out of McKesson (MCK) in Q2 2023, closing a stake of 742 shares — an estimated $264K sold.

Cassia Capital Partners first reported a position in MCK in Q4 2022 and held it in 2 quarters. The position peaked at $282K in Q4 2022. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

Cassia Capital Partners reported no remaining McKesson position as of Q2 2023 after selling out during the quarter.
Cassia Capital Partners sold 742 McKesson shares in Q2 2023, an estimated $264K.
Cassia Capital Partners first reported a position in McKesson in Q4 2022 and held it in 2 quarters.
Cassia Capital Partners's McKesson position peaked at $282K in Q4 2022.
1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

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