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Curi Wealth Management’s McKesson MCK Stock Holding History

Curi 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
2022
Q3 		– Sell
-2
Closed -$1K – 489
2022
Q2 		$1K Hold
2
– – ﹤0.01% 579
2022
Q1 		$0 Hold
2
– – ﹤0.01% 599
2021
Q4 		$0 Buy
+2
New +$439 ﹤0.01% 557
2021
Q1 		– Sell
-2
Closed – – 322
2020
Q4 		$0 Buy
+2
New +$333 ﹤0.01% 468

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's MCK Position: Q3 2022 in Review

Curi Wealth Management sold out of McKesson (MCK) in Q3 2022, closing a stake of 2 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in MCK in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

  • Curi Wealth Management reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2 McKesson shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in McKesson in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's McKesson position peaked at $1K in Q2 2022.
  • 1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.