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Coulter & Justus Financial Services’s McKesson MCK Stock Holding History

Coulter & Justus Financial Services’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
Q4 		– Sell
-925
Closed -$314K – 51
2022
Q3 		$314K Hold
925
– – 0.24% 33
2022
Q2 		$302K Buy
+925
New +$296K 0.24% 36
2022
Q1 		– Sell
-3,265
Closed -$812K – 38
2021
Q4 		$812K Buy
+3,265
New +$717K 0.64% 28

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Coulter & Justus Financial Services's MCK Position: Q4 2022 in Review

Coulter & Justus Financial Services sold out of McKesson (MCK) in Q4 2022, closing a stake of 925 shares — an estimated $314K sold.

Coulter & Justus Financial Services first reported a position in MCK in Q4 2021 and held it in 3 quarters. The position peaked at $812K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • Coulter & Justus Financial Services reported no remaining McKesson position as of Q4 2022 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 925 McKesson shares in Q4 2022, an estimated $314K.
  • Coulter & Justus Financial Services first reported a position in McKesson in Q4 2021 and held it in 3 quarters.
  • Coulter & Justus Financial Services's McKesson position peaked at $812K in Q4 2021.
  • 1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q4 2022, filed 10 Feb 2023.