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CCM
Catawba Capital Management’s
McKesson
MCK
Stock Holding History
Catawba Capital Management’s Portfolio
MCK Stock Details
MCK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
$3.32M
Sell
24,907
-448
-2%
-$65.5K
0.78%
44
2018
Q1
$3.57M
Sell
25,355
-920
-4%
-$143K
0.86%
42
2017
Q4
$4.1M
Sell
26,275
-1,620
-6%
-$240K
0.93%
39
2017
Q3
$4.29M
Sell
27,895
-987
-3%
-$154K
0.97%
38
2017
Q2
$4.75M
Buy
28,882
+1,250
+5%
+$190K
1.08%
31
2017
Q1
$4.1M
Buy
27,632
+1,780
+7%
+$261K
0.89%
37
2016
Q4
$3.63M
Sell
25,852
-11,210
-30%
-$1.65M
0.85%
38
2016
Q3
$6.18M
Buy
37,062
+530
+1%
+$98.8K
1.47%
13
2016
Q2
$6.82M
Buy
36,532
+4,672
+15%
+$820K
1.66%
11
2016
Q1
$5.01M
Buy
31,860
+29,985
+1,599%
+$4.84M
1.27%
22
2015
Q4
$370K
Buy
1,875
+20
+1%
+$3.78K
0.1%
156
2015
Q3
$343K
Sell
1,855
-25
-1%
-$5.3K
0.09%
167
2015
Q2
$423K
Sell
1,880
-7
-0.4%
-$1.62K
0.1%
156
2015
Q1
$427K
Sell
1,887
-15
-0.8%
-$3.33K
0.1%
163
2014
Q4
$395K
Sell
1,902
-100
-5%
-$20.3K
0.09%
167
2014
Q3
$390K
Hold
2,002
–
–
0.09%
174
2014
Q2
$373K
Hold
2,002
–
–
0.08%
186
2014
Q1
$353K
Sell
2,002
-10
-0.5%
-$1.75K
0.08%
181
2013
Q4
$325K
Sell
2,012
-75
-4%
-$11.5K
0.08%
186
2013
Q3
$268K
Hold
2,087
–
–
0.07%
189
2013
Q2
$239K
Buy
+2,087
New
+$232K
0.07%
195
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$3.98B AUM
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1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
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$3.45B AUM
28.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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