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Coe Capital Management’s McKesson MCK Stock Holding History

Coe 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
2019
Q1 		– Sell
-6,375
Closed -$704K – 85
2018
Q4 		$704K Sell
6,375
-4,246
-40% -$530K 0.86% 39
2018
Q3 		$1.41M Buy
10,621
+370
+4% +$48.2K 1.39% 32
2018
Q2 		$1.37M Sell
10,251
-110
-1% -$16.1K 1.52% 29
2018
Q1 		$1.46M Buy
10,361
+130
+1% +$20.3K 1.58% 23
2017
Q4 		$1.6M Sell
10,231
-150
-1% -$22.2K 1.69% 21
2017
Q3 		$1.59M Buy
10,381
+240
+2% +$37.5K 1.66% 24
2017
Q2 		$1.67M Sell
10,141
-185
-2% -$28K 1.9% 21
2017
Q1 		$1.53M Buy
10,326
+940
+10% +$138K 1.84% 23
2016
Q4 		$1.32M Hold
9,386
– – 1.7% 27
2016
Q3 		$1.56M Buy
9,386
+430
+5% +$80.2K 0.51% 71
2016
Q2 		$1.67M Sell
8,956
-30
-0.3% -$5.26K 0.58% 56
2016
Q1 		$1.41M Buy
8,986
+920
+11% +$149K 0.45% 71
2015
Q4 		$1.59M Sell
8,066
-619
-7% -$117K 0.63% 48
2015
Q3 		$1.61M Sell
8,685
-30
-0.3% -$6.36K 0.59% 50
2015
Q2 		$1.96M Buy
8,715
+1,780
+26% +$412K 0.71% 41
2015
Q1 		$1.57M Sell
6,935
-1,695
-20% -$376K 0.63% 40
2014
Q4 		$1.79M Buy
8,630
+695
+9% +$141K 0.57% 51
2014
Q3 		$1.54M Sell
7,935
-155
-2% -$29.8K 0.57% 50
2014
Q2 		$1.51M Buy
8,090
+5
+0.1% +$890 0.54% 55
2014
Q1 		$1.43M Sell
8,085
-2,460
-23% -$430K 0.42% 78
2013
Q4 		$1.7M Sell
10,545
-550
-5% -$84.5K 0.59% 46
2013
Q3 		$1.42M Sell
11,095
-470
-4% -$57.7K 0.95% 33
2013
Q2 		$1.32M Buy
+11,565
New +$1.29M 0.51% 59

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Coe Capital Management's MCK Position: Q1 2019 in Review

Coe Capital Management sold out of McKesson (MCK) in Q1 2019, closing a stake of 6,375 shares — an estimated $704K sold.

Coe Capital Management first reported a position in MCK in Q2 2013 and held it in 23 quarters. The position peaked at $1.96M in Q2 2015. 855 funds tracked by Wall St. Rank hold MCK as of Q1 2019.

  • Coe Capital Management reported no remaining McKesson position as of Q1 2019 after selling out during the quarter.
  • Coe Capital Management sold 6,375 McKesson shares in Q1 2019, an estimated $704K.
  • Coe Capital Management first reported a position in McKesson in Q2 2013 and held it in 23 quarters.
  • Coe Capital Management's McKesson position peaked at $1.96M in Q2 2015.
  • 855 funds tracked by Wall St. Rank held McKesson as of Q1 2019.

Based on Coe Capital Management's 13F filing for Q1 2019, filed 20 May 2019.