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Cordatus Wealth Management’s McKesson MCK Stock Holding History

Cordatus Wealth 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
2023
Q1 		– Sell
-7,724
Closed -$2.9M – 72
2022
Q4 		$2.9M Buy
+7,724
New +$2.88M 4.25% 5
2022
Q3 		– Sell
-7,853
Closed -$2.56M – 116
2022
Q2 		$2.56M Sell
7,853
-243
-3% -$77.7K 1.19% 23
2022
Q1 		$2.48M Buy
+8,096
New +$2.2M 0.87% 31

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
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

Cordatus Wealth Management's MCK Position: Q1 2023 in Review

Cordatus Wealth Management sold out of McKesson (MCK) in Q1 2023, closing a stake of 7,724 shares — an estimated $2.9M sold.

Cordatus Wealth Management first reported a position in MCK in Q1 2022 and held it in 3 quarters. The position peaked at $2.9M in Q4 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • Cordatus Wealth Management reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
  • Cordatus Wealth Management sold 7,724 McKesson shares in Q1 2023, an estimated $2.9M.
  • Cordatus Wealth Management first reported a position in McKesson in Q1 2022 and held it in 3 quarters.
  • Cordatus Wealth Management's McKesson position peaked at $2.9M in Q4 2022.
  • 1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Cordatus Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.