CPWM LLC’s McKesson MCK Stock Holding History

CPWM LLC’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 Q3	–	Sell	-736	Closed	-$240K	–	365
2022 Q2	$240K	Buy	+736	New	+$235K	0.02%	337
2016 Q1	–	Sell	-1,449	Closed	-$286K	–	278
2015 Q4	$286K	Buy	1,449 +58	+4%	+$10.9K	0.06%	218
2015 Q3	$257K	Buy	+1,391	New	+$295K	0.06%	220

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CPWM LLC's MCK Position: Q3 2022 in Review

CPWM LLC sold out of McKesson (MCK) in Q3 2022, closing a stake of 736 shares — an estimated $240K sold.

CPWM LLC first reported a position in MCK in Q3 2015 and held it in 3 quarters. The position peaked at $286K in Q4 2015. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

CPWM LLC reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
CPWM LLC sold 736 McKesson shares in Q3 2022, an estimated $240K.
CPWM LLC first reported a position in McKesson in Q3 2015 and held it in 3 quarters.
CPWM LLC's McKesson position peaked at $286K in Q4 2015.
1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.