Charter Oak Capital Management’s McKesson MCK Stock Holding History

Charter Oak 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	–	Sell	-155	Closed	-$51K	–	572
2022 Q2	$51K	Hold	155	–	–	0.01%	326
2022 Q1	$47K	Hold	155	–	–	0.01%	365
2021 Q4	$39K	Hold	155	–	–	﹤0.01%	397
2021 Q3	$31K	Hold	155	–	–	﹤0.01%	393
2021 Q2	$30K	Hold	155	–	–	﹤0.01%	390
2021 Q1	$30K	Hold	155	–	–	﹤0.01%	384
2020 Q4	$27K	Buy	+155	New	+$25.8K	﹤0.01%	377

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 $298B AUM 21.96% 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

Charter Oak Capital Management's MCK Position: Q3 2022 in Review

Charter Oak Capital Management sold out of McKesson (MCK) in Q3 2022, closing a stake of 155 shares — an estimated $51K sold.

Charter Oak Capital Management first reported a position in MCK in Q4 2020 and held it in 7 quarters. The position peaked at $51K in Q2 2022. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

Charter Oak Capital Management reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 155 McKesson shares in Q3 2022, an estimated $51K.
Charter Oak Capital Management first reported a position in McKesson in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's McKesson position peaked at $51K in Q2 2022.
1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.