Focused Wealth Management’s McKesson MCK Stock Holding History

Focused 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 Q1	–	Sell	-750	Closed	-$186K	–	1053
2021 Q4	$186K	Hold	750	–	–	0.03%	177
2021 Q3	$150K	Hold	750	–	–	0.02%	213
2021 Q2	$143K	Buy	750 +25	+3%	+$4.83K	0.02%	232
2021 Q1	$141K	Hold	725	–	–	0.03%	220
2020 Q4	$126K	Hold	725	–	–	0.02%	219
2020 Q3	$108K	Hold	725	–	–	0.02%	234
2020 Q2	$111K	Buy	+725	New	+$105K	0.03%	212
2019 Q2	–	Sell	-50	Closed	-$6K	–	778
2019 Q1	$6K	Sell	50 -1,150	-96%	-$142K	﹤0.01%	531
2018 Q4	$133K	Hold	1,200	–	–	0.05%	187
2018 Q3	$159K	Hold	1,200	–	–	0.05%	174
2018 Q2	$160K	Hold	1,200	–	–	0.06%	181
2018 Q1	$169K	Hold	1,200	–	–	0.05%	186
2017 Q4	$187K	Buy	1,200 +1,040	+650%	+$154K	0.06%	164
2017 Q3	$25K	Buy	160 +110	+220%	+$17.2K	0.01%	317
2017 Q2	$8K	Hold	50	–	–	﹤0.01%	504
2017 Q1	$7K	Hold	50	–	–	﹤0.01%	506
2016 Q4	$7K	Hold	50	–	–	﹤0.01%	506
2016 Q3	$8K	Hold	50	–	–	﹤0.01%	466
2016 Q2	$9K	Hold	50	–	–	﹤0.01%	452
2016 Q1	$8K	Hold	50	–	–	﹤0.01%	426
2015 Q4	$10K	Hold	50	–	–	0.01%	409
2015 Q3	$9K	Hold	50	–	–	0.01%	414
2015 Q2	$11K	Hold	50	–	–	0.01%	393
2015 Q1	$11K	Hold	50	–	–	0.01%	414
2014 Q4	$10K	Hold	50	–	–	0.01%	423
2014 Q3	$10K	Hold	50	–	–	0.01%	430
2014 Q2	$9K	Hold	50	–	–	0.01%	438
2014 Q1	$9K	Hold	50	–	–	0.01%	413
2013 Q4	$8K	Hold	50	–	–	0.01%	424
2013 Q3	$6K	Buy	+50	New	+$6.14K	0.01%	437

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Focused Wealth Management's MCK Position: Q1 2022 in Review

Focused Wealth Management sold out of McKesson (MCK) in Q1 2022, closing a stake of 750 shares — an estimated $186K sold.

Focused Wealth Management first reported a position in MCK in Q3 2013 and held it in 30 quarters. The position peaked at $187K in Q4 2017. 1,139 funds tracked by Wall St. Rank hold MCK as of Q1 2022.

Focused Wealth Management reported no remaining McKesson position as of Q1 2022 after selling out during the quarter.
Focused Wealth Management sold 750 McKesson shares in Q1 2022, an estimated $186K.
Focused Wealth Management first reported a position in McKesson in Q3 2013 and held it in 30 quarters.
Focused Wealth Management's McKesson position peaked at $187K in Q4 2017.
1,139 funds tracked by Wall St. Rank held McKesson as of Q1 2022.

Based on Focused Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.