Dumont & Blake Investment Advisors’s McKesson MCK Stock Holding History

Dumont & Blake Investment 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 Q3	–	Sell	-1,200	Closed	-$391K	–	194
2022 Q2	$391K	Hold	1,200	–	–	0.13%	145
2022 Q1	$367K	Hold	1,200	–	–	0.1%	168
2021 Q4	$298K	Hold	1,200	–	–	0.08%	166
2021 Q3	$239K	Hold	1,200	–	–	0.07%	180
2021 Q2	$229K	Hold	1,200	–	–	0.07%	190
2021 Q1	$234K	Hold	1,200	–	–	0.07%	178
2020 Q4	$209K	Buy	+1,200	New	+$200K	0.07%	185
2016 Q4	–	Sell	-1,300	Closed	-$217K	–	189
2016 Q3	$217K	Hold	1,300	–	–	0.11%	151
2016 Q2	$243K	Sell	1,300 -50	-4%	-$8.77K	0.12%	144
2016 Q1	$212K	Hold	1,350	–	–	0.11%	143
2015 Q4	$266K	Hold	1,350	–	–	0.14%	141
2015 Q3	$250K	Hold	1,350	–	–	0.14%	134
2015 Q2	$303K	Hold	1,350	–	–	0.15%	128
2015 Q1	$305K	Hold	1,350	–	–	0.15%	126
2014 Q4	$280K	Hold	1,350	–	–	0.14%	128
2014 Q3	$263K	Hold	1,350	–	–	0.14%	131
2014 Q2	$251K	Hold	1,350	–	–	0.13%	137
2014 Q1	$238K	Hold	1,350	–	–	0.12%	132
2013 Q4	$218K	Buy	+1,350	New	+$207K	0.11%	133

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

Dumont & Blake Investment Advisors's MCK Position: Q3 2022 in Review

Dumont & Blake Investment Advisors sold out of McKesson (MCK) in Q3 2022, closing a stake of 1,200 shares — an estimated $391K sold.

Dumont & Blake Investment Advisors first reported a position in MCK in Q4 2013 and held it in 19 quarters. The position peaked at $391K in Q2 2022. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

Dumont & Blake Investment Advisors reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 1,200 McKesson shares in Q3 2022, an estimated $391K.
Dumont & Blake Investment Advisors first reported a position in McKesson in Q4 2013 and held it in 19 quarters.
Dumont & Blake Investment Advisors's McKesson position peaked at $391K in Q2 2022.
1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.