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Dowling & Yahnke’s McKesson MCK Stock Holding History

Dowling & Yahnke’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 		$555K Sell
1,632
-113
-6% -$39.2K 0.03% 267
2022
Q2 		$569K Hold
1,745
– – 0.03% 267
2022
Q1 		$534K Sell
1,745
-30
-2% -$8.16K 0.02% 276
2021
Q4 		$441K Sell
1,775
-55
-3% -$12.1K 0.02% 284
2021
Q3 		$365K Sell
1,830
-45
-2% -$9K 0.02% 292
2021
Q2 		$359K Sell
1,875
-190
-9% -$36.7K 0.02% 286
2021
Q1 		$403K Hold
2,065
– – 0.03% 269
2020
Q4 		$359K Sell
2,065
-82
-4% -$13.7K 0.03% 270
2020
Q3 		$320K Sell
2,147
-323
-13% -$49K 0.03% 262
2020
Q2 		$379K Sell
2,470
-626
-20% -$90.4K 0.03% 255
2020
Q1 		$419K Sell
3,096
-20
-0.6% -$2.93K 0.04% 232
2019
Q4 		$431K Sell
3,116
-90
-3% -$12.7K 0.03% 242
2019
Q3 		$438K Buy
3,206
+454
+16% +$64.4K 0.04% 238
2019
Q2 		$370K Buy
2,752
+340
+14% +$42.4K 0.03% 251
2019
Q1 		$282K Buy
+2,412
New +$298K 0.03% 238
2018
Q3 		– Sell
-3,452
Closed -$460K – 284
2018
Q2 		$460K Buy
3,452
+300
+10% +$43.9K 0.04% 228
2018
Q1 		$444K Buy
3,152
+65
+2% +$10.1K 0.04% 233
2017
Q4 		$481K Sell
3,087
-245
-7% -$36.3K 0.04% 235
2017
Q3 		$512K Sell
3,332
-5
-0.1% -$780 0.05% 217
2017
Q2 		$549K Buy
3,337
+717
+27% +$109K 0.06% 210
2017
Q1 		$388K Buy
2,620
+435
+20% +$63.7K 0.04% 228
2016
Q4 		$307K Buy
2,185
+164
+8% +$24.1K 0.03% 236
2016
Q3 		$337K Sell
2,021
-380
-16% -$70.8K 0.04% 229
2016
Q2 		$448K Buy
2,401
+977
+69% +$171K 0.05% 208
2016
Q1 		$224K Sell
1,424
-822
-37% -$133K 0.03% 244
2015
Q4 		$443K Buy
2,246
+989
+79% +$187K 0.06% 203
2015
Q3 		$233K Buy
+1,257
New +$266K 0.03% 238

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

Dowling & Yahnke's MCK Position: Q3 2022 in Review

Dowling & Yahnke reduced its McKesson (MCK) stake by 6.5% in Q3 2022, selling an estimated $39.2K and leaving 1,632 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #267.

Dowling & Yahnke first reported a position in MCK in Q3 2015 and has held it in 27 quarters since. The position peaked at $569K in Q2 2022. 1,196 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

  • Dowling & Yahnke held 1,632 shares of McKesson worth $555K as of Q3 2022.
  • Dowling & Yahnke sold 113 McKesson shares in Q3 2022, an estimated $39.2K.
  • McKesson made up 0.03% of Dowling & Yahnke's portfolio in Q3 2022, its #267 holding.
  • Dowling & Yahnke first reported a position in McKesson in Q3 2015 and has held it in 27 quarters since.
  • Dowling & Yahnke's McKesson position peaked at $569K in Q2 2022.
  • 1,196 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.