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Compass Financial Advisors’s McKesson MCK Stock Holding History

Compass Financial Advisors’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
-3,243
Closed -$1.15M – 55
2023
Q1 		$1.15M Sell
3,243
-116
-3% -$41.9K 1.46% 16
2022
Q4 		$1.26M Sell
3,359
-14
-0.4% -$5.22K 1.7% 11
2022
Q3 		$1.15M Sell
3,373
-112
-3% -$38.9K 1.7% 14
2022
Q2 		$1.14M Sell
3,485
-41
-1% -$13.1K 1.55% 14
2022
Q1 		$1.08M Sell
3,526
-174
-5% -$47.3K 1.19% 22
2021
Q4 		$920K Buy
+3,700
New +$812K 1.01% 26

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Compass Financial Advisors's MCK Position: Q2 2023 in Review

Compass Financial Advisors sold out of McKesson (MCK) in Q2 2023, closing a stake of 3,243 shares — an estimated $1.15M sold.

Compass Financial Advisors first reported a position in MCK in Q4 2021 and held it in 6 quarters. The position peaked at $1.26M in Q4 2022. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

  • Compass Financial Advisors reported no remaining McKesson position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 3,243 McKesson shares in Q2 2023, an estimated $1.15M.
  • Compass Financial Advisors first reported a position in McKesson in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's McKesson position peaked at $1.26M in Q4 2022.
  • 1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.