CSat Investment Advisory’s McKesson MCK Stock Holding History

CSat Investment Advisory’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
2021 Q1	$29K	Buy	148 +24	+19%	+$4.38K	0.02%	310
2020 Q4	$22K	Sell	124 -888	-88%	-$148K	0.02%	314
2020 Q3	$151K	Buy	1,012 +85	+9%	+$12.9K	0.01%	331
2020 Q2	$142K	Buy	927 +526	+131%	+$76K	0.02%	374
2020 Q1	$54K	Buy	401 +37	+10%	+$5.42K	0.01%	501
2019 Q4	$50K	Buy	364 +60	+20%	+$8.48K	0.01%	627
2019 Q3	$41K	Buy	304 +9	+3%	+$1.28K	0.01%	613
2019 Q2	$40K	Buy	295 +184	+166%	+$22.9K	0.01%	613
2019 Q1	$13K	Buy	111 +16	+17%	+$1.98K	0.01%	398
2018 Q4	$10K	Buy	95 +34	+56%	+$4.24K	0.01%	412
2018 Q3	$8K	Buy	61 +21	+53%	+$2.74K	﹤0.01%	410
2018 Q2	$5K	Buy	+40	New	+$5.85K	﹤0.01%	457

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CSat Investment Advisory's MCK Position: Q1 2021 in Review

CSat Investment Advisory increased its McKesson (MCK) stake by 19% in Q1 2021, buying an estimated $4.38K and bringing the position to 148 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #310.

CSat Investment Advisory first reported a position in MCK in Q2 2018 and has held it in 12 quarters since. The position peaked at $151K in Q3 2020. 971 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

CSat Investment Advisory held 148 shares of McKesson worth $29K as of Q1 2021.
CSat Investment Advisory bought 24 McKesson shares in Q1 2021, an estimated $4.38K.
McKesson made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #310 holding.
CSat Investment Advisory first reported a position in McKesson in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's McKesson position peaked at $151K in Q3 2020.
971 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.