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Disciplined Investments’s McKesson MCK Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-7
Closed -$2.99K – 953
2023
Q2 		$2.99K Sell
7
-7
-50% -$2.69K ﹤0.01% 524
2023
Q1 		$4.99K Sell
14
-1
-7% -$361 ﹤0.01% 440
2022
Q4 		$5.63K Sell
15
-2
-12% -$746 ﹤0.01% 388
2022
Q3 		$6K Hold
17
– – ﹤0.01% 409
2022
Q2 		$6K Buy
17
+3
+21% +$960 ﹤0.01% 427
2022
Q1 		$4K Buy
+14
New +$3.81K ﹤0.01% 506

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Disciplined Investments's MCK Position: Q3 2023 in Review

Disciplined Investments sold out of McKesson (MCK) in Q3 2023, closing a stake of 7 shares — an estimated $2.99K sold.

Disciplined Investments first reported a position in MCK in Q1 2022 and held it in 6 quarters. The position peaked at $6K in Q3 2022. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

  • Disciplined Investments reported no remaining McKesson position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 McKesson shares in Q3 2023, an estimated $2.99K.
  • Disciplined Investments first reported a position in McKesson in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's McKesson position peaked at $6K in Q3 2022.
  • 1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.