Domani Wealth’s McKesson MCK Stock Holding History

Domani Wealth’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 Q1	$276K	Sell	775 -130	-14%	-$47K	0.06%	99
2022 Q4	$339K	Buy	+905	New	+$338K	0.08%	94
2022 Q3	–	Sell	-900	Closed	-$294K	–	108
2022 Q2	$294K	Hold	900	–	–	0.08%	96
2022 Q1	$276K	Buy	+900	New	+$245K	0.06%	111
2021 Q4	–	Sell	-1,400	Closed	-$279K	–	122
2021 Q3	$279K	Hold	1,400	–	–	0.06%	101
2021 Q2	$268K	Sell	1,400 -100	-7%	-$19.3K	0.05%	107
2021 Q1	$293K	Hold	1,500	–	–	0.06%	108
2020 Q4	$261K	Hold	1,500	–	–	0.05%	111
2020 Q3	$223K	Hold	1,500	–	–	0.05%	115
2020 Q2	$230K	Hold	1,500	–	–	0.05%	114
2020 Q1	$203K	Buy	+1,500	New	+$220K	0.05%	119

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Domani Wealth's MCK Position: Q1 2023 in Review

Domani Wealth reduced its McKesson (MCK) stake by 14% in Q1 2023, selling an estimated $47K and leaving 775 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #99.

Domani Wealth first reported a position in MCK in Q1 2020 and has held it in 11 quarters since. The position peaked at $339K in Q4 2022. 1,266 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

Domani Wealth held 775 shares of McKesson worth $276K as of Q1 2023.
Domani Wealth sold 130 McKesson shares in Q1 2023, an estimated $47K.
McKesson made up 0.06% of Domani Wealth's portfolio in Q1 2023, its #99 holding.
Domani Wealth first reported a position in McKesson in Q1 2020 and has held it in 11 quarters since.
Domani Wealth's McKesson position peaked at $339K in Q4 2022.
1,266 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.