First Heartland Consultants’s McKesson MCK Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-784	Closed	-$294K	–	377
2022 Q4	$294K	Sell	784 -210	-21%	-$78.3K	0.05%	283
2022 Q3	$337	Buy	994 +13	+1%	+$4.51K	0.03%	233
2022 Q2	$320K	Buy	+981	New	+$314K	0.05%	254
2019 Q3	–	Sell	-3,394	Closed	-$456K	–	297
2019 Q2	$456K	Sell	3,394 -111	-3%	-$13.8K	0.11%	164
2019 Q1	$410K	Sell	3,505 -630	-15%	-$77.8K	0.11%	164
2018 Q4	$457K	Sell	4,135 -1,150	-22%	-$143K	0.17%	126
2018 Q3	$701K	Sell	5,285 -205	-4%	-$26.7K	0.22%	103
2018 Q2	$732K	Sell	5,490 -735	-12%	-$107K	0.26%	96
2018 Q1	$877K	Sell	6,225 -1,314	-17%	-$205K	0.26%	95
2017 Q4	$1.18M	Buy	7,539 +1,008	+15%	+$149K	0.35%	77
2017 Q3	$1M	Buy	6,531 +4,855	+290%	+$758K	0.24%	119
2017 Q2	$276K	Buy	+1,676	New	+$254K	0.07%	279
2016 Q3	–	Sell	-1,356	Closed	-$253	–	329
2016 Q2	$253	Buy	+1,356	New	+$238K	0.03%	252

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

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

First Heartland Consultants's MCK Position: Q1 2023 in Review

First Heartland Consultants sold out of McKesson (MCK) in Q1 2023, closing a stake of 784 shares — an estimated $294K sold.

First Heartland Consultants first reported a position in MCK in Q2 2016 and held it in 13 quarters. The position peaked at $1.18M in Q4 2017. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

First Heartland Consultants reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
First Heartland Consultants sold 784 McKesson shares in Q1 2023, an estimated $294K.
First Heartland Consultants first reported a position in McKesson in Q2 2016 and held it in 13 quarters.
First Heartland Consultants's McKesson position peaked at $1.18M in Q4 2017.
1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.