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DCM Advisors’s McKesson MCK Stock Holding History

DCM Advisors’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
-2,544
Closed -$865K – 131
2022
Q3 		$865K Sell
2,544
-97
-4% -$33.7K 0.43% 56
2022
Q2 		$861K Sell
2,641
-331
-11% -$106K 0.37% 70
2022
Q1 		$910K Sell
2,972
-358
-11% -$97.4K 0.32% 82
2021
Q4 		$828K Buy
+3,330
New +$731K 0.24% 103

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

DCM Advisors's MCK Position: Q4 2022 in Review

DCM Advisors sold out of McKesson (MCK) in Q4 2022, closing a stake of 2,544 shares — an estimated $865K sold.

DCM Advisors first reported a position in MCK in Q4 2021 and held it in 4 quarters. The position peaked at $910K in Q1 2022. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • DCM Advisors reported no remaining McKesson position as of Q4 2022 after selling out during the quarter.
  • DCM Advisors sold 2,544 McKesson shares in Q4 2022, an estimated $865K.
  • DCM Advisors first reported a position in McKesson in Q4 2021 and held it in 4 quarters.
  • DCM Advisors's McKesson position peaked at $910K in Q1 2022.
  • 1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.