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Coppell Advisory Solutions Corp’s McKesson MCK Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-5
Closed -$1.88K – 713
2022
Q4 		$1.88K Buy
+5
New +$1.86K ﹤0.01% 866

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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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Coppell Advisory Solutions Corp's MCK Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of McKesson (MCK) in Q1 2023, closing a stake of 5 shares — an estimated $1.88K sold.

Coppell Advisory Solutions Corp first reported a position in MCK in Q4 2022 and held it in 1 quarter. The position peaked at $1.88K in Q4 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 5 McKesson shares in Q1 2023, an estimated $1.88K.
  • Coppell Advisory Solutions Corp first reported a position in McKesson in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's McKesson position peaked at $1.88K in Q4 2022.
  • 1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.