Financial Engines Advisors
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Financial Engines Advisors’s McKesson MCK Stock Holding History

Financial Engines 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
Q1 		– Sell
-1,325
Closed -$330K – 323
2021
Q4 		$330K Buy
+1,325
New +$291K ﹤0.01% 200
2017
Q2 		– Sell
-8
Closed -$1K – 105
2017
Q1 		$1K Buy
+8
New +$1.17K ﹤0.01% 105

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors's MCK Position: Q1 2022 in Review

Financial Engines Advisors sold out of McKesson (MCK) in Q1 2022, closing a stake of 1,325 shares — an estimated $330K sold.

Financial Engines Advisors first reported a position in MCK in Q1 2017 and held it in 2 quarters. The position peaked at $330K in Q4 2021. 1,139 funds tracked by Wall St. Rank hold MCK as of Q1 2022.

  • Financial Engines Advisors reported no remaining McKesson position as of Q1 2022 after selling out during the quarter.
  • Financial Engines Advisors sold 1,325 McKesson shares in Q1 2022, an estimated $330K.
  • Financial Engines Advisors first reported a position in McKesson in Q1 2017 and held it in 2 quarters.
  • Financial Engines Advisors's McKesson position peaked at $330K in Q4 2021.
  • 1,139 funds tracked by Wall St. Rank held McKesson as of Q1 2022.

Based on Financial Engines Advisors's 13F filing for Q1 2022, filed 12 May 2022.