FormulaFolio Investments’s McKesson MCK Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-2,591	Closed	-$451K	–	662
2020 Q4	$451K	Buy	+2,591	New	+$432K	0.01%	456
2018 Q1	–	Sell	-5,710	Closed	-$891K	–	292
2017 Q4	$891K	Sell	5,710 -264	-4%	-$39.1K	0.06%	109
2017 Q3	$918K	Buy	+5,974	New	+$932K	0.07%	81
2017 Q2	–	Sell	-8,961	Closed	-$1.33M	–	234
2017 Q1	$1.33M	Buy	+8,961	New	+$1.31M	0.15%	51
2016 Q3	–	Sell	-1,437	Closed	-$268K	–	154
2016 Q2	$268K	Sell	1,437 -4,392	-75%	-$770K	0.05%	103
2016 Q1	$917K	Buy	5,829 +243	+4%	+$39.3K	0.16%	55
2015 Q4	$1.1M	Buy	+5,586	New	+$1.05M	0.28%	25
2015 Q2	–	Sell	-3,591	Closed	-$812K	–	125
2015 Q1	$812K	Buy	+3,591	New	+$796K	0.25%	32

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FormulaFolio Investments's MCK Position: Q1 2021 in Review

FormulaFolio Investments sold out of McKesson (MCK) in Q1 2021, closing a stake of 2,591 shares — an estimated $451K sold.

FormulaFolio Investments first reported a position in MCK in Q1 2015 and held it in 8 quarters. The position peaked at $1.33M in Q1 2017. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

FormulaFolio Investments reported no remaining McKesson position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 2,591 McKesson shares in Q1 2021, an estimated $451K.
FormulaFolio Investments first reported a position in McKesson in Q1 2015 and held it in 8 quarters.
FormulaFolio Investments's McKesson position peaked at $1.33M in Q1 2017.
970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.