First Command Bank’s McKesson MCK Stock Holding History

First Command Bank’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 Q2	$115K	Sell	270 -140	-34%	-$53.8K	0.01%	177
2023 Q1	$146K	Sell	410 -35	-8%	-$12.6K	0.01%	149
2022 Q4	$167K	Sell	445 -215	-33%	-$80.2K	0.02%	144
2022 Q3	$224K	Buy	660 +30	+5%	+$10.4K	0.03%	112
2022 Q2	$206K	Buy	630 +530	+530%	+$170K	0.03%	124
2022 Q1	$31K	Sell	100 -78	-44%	-$21.2K	﹤0.01%	274
2021 Q4	$35K	Hold	178	–	–	0.01%	279
2021 Q3	$35K	Sell	178 -52	-23%	-$10.4K	0.01%	279
2021 Q2	$44K	Buy	230 +121	+111%	+$23.4K	﹤0.01%	269
2021 Q1	$21K	Buy	+109	New	+$19.9K	﹤0.01%	298

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Command Bank's MCK Position: Q2 2023 in Review

First Command Bank reduced its McKesson (MCK) stake by 34% in Q2 2023, selling an estimated $53.8K and leaving 270 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #177.

First Command Bank first reported a position in MCK in Q1 2021 and has held it in 10 quarters since. The position peaked at $224K in Q3 2022. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

First Command Bank held 270 shares of McKesson worth $115K as of Q2 2023.
First Command Bank sold 140 McKesson shares in Q2 2023, an estimated $53.8K.
McKesson made up 0.01% of First Command Bank's portfolio in Q2 2023, its #177 holding.
First Command Bank first reported a position in McKesson in Q1 2021 and has held it in 10 quarters since.
First Command Bank's McKesson position peaked at $224K in Q3 2022.
1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.