Doyle Wealth Management’s McKesson MCK Stock Holding History

Doyle 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	$435K	Buy	1,279 +30	+2%	+$10.4K	0.04%	142
2022 Q2	$407K	Hold	1,249	–	–	0.03%	148
2022 Q1	$382K	Buy	1,249 +19	+2%	+$5.17K	0.03%	176
2021 Q4	$306K	Hold	1,230	–	–	0.02%	189
2021 Q3	$245K	Buy	1,230 +100	+9%	+$20K	0.02%	200
2021 Q2	$216K	Hold	1,130	–	–	0.02%	209
2021 Q1	$220K	Sell	1,130 -131	-10%	-$23.9K	0.02%	200
2020 Q4	$219K	Buy	+1,261	New	+$210K	0.02%	195
2019 Q3	–	Sell	-1,230	Closed	-$165K	–	522
2019 Q2	$165K	Buy	+1,230	New	+$153K	0.02%	211
2019 Q1	–	Sell	-800	Closed	-$88K	–	506
2018 Q4	$88K	Buy	+800	New	+$99.8K	0.01%	274
2018 Q3	–	Sell	-3,800	Closed	-$507K	–	196
2018 Q2	$507K	Hold	3,800	–	–	0.08%	106
2018 Q1	$535K	Hold	3,800	–	–	0.09%	93
2017 Q4	$593K	Hold	3,800	–	–	0.1%	89
2017 Q3	$584K	Sell	3,800 -105	-3%	-$16.4K	0.1%	84
2017 Q2	$643K	Hold	3,905	–	–	0.12%	74
2017 Q1	$579K	Buy	+3,905	New	+$572K	0.12%	78

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Doyle Wealth Management increased its McKesson (MCK) stake by 2.4% in Q3 2022, buying an estimated $10.4K and bringing the position to 1,279 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #142.

Doyle Wealth Management first reported a position in MCK in Q1 2017 and has held it in 16 quarters since. The position peaked at $643K in Q2 2017. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

Doyle Wealth Management held 1,279 shares of McKesson worth $435K as of Q3 2022.
Doyle Wealth Management bought 30 McKesson shares in Q3 2022, an estimated $10.4K.
McKesson made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #142 holding.
Doyle Wealth Management first reported a position in McKesson in Q1 2017 and has held it in 16 quarters since.
Doyle Wealth Management's McKesson position peaked at $643K in Q2 2017.
1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.