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Fortem Financial Group’s McKesson MCK Stock Holding History

Fortem Financial Group’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
-627
Closed -$235K – 159
2022
Q4 		$235K Hold
627
– – 0.14% 146
2022
Q3 		$213K Sell
627
-40
-6% -$13.9K 0.15% 146
2022
Q2 		$218K Sell
667
-828
-55% -$265K 0.14% 156
2022
Q1 		$458K Sell
1,495
-648
-30% -$176K 0.2% 114
2021
Q4 		$533K Sell
2,143
-48
-2% -$10.5K 0.24% 114
2021
Q3 		$437K Sell
2,191
-38
-2% -$7.6K 0.22% 117
2021
Q2 		$426K Buy
2,229
+108
+5% +$20.9K 0.22% 121
2021
Q1 		$414K Sell
2,121
-22
-1% -$4.02K 0.24% 115
2020
Q4 		$373K Hold
2,143
– – 0.22% 107
2020
Q3 		$319K Sell
2,143
-5,406
-72% -$821K 0.23% 110
2020
Q2 		$1.16M Buy
7,549
+480
+7% +$69.3K 0.89% 39
2020
Q1 		$956K Sell
7,069
-2,399
-25% -$351K 0.87% 43
2019
Q4 		$1.31M Sell
9,468
-606
-6% -$85.7K 0.97% 39
2019
Q3 		$1.38M Buy
10,074
+902
+10% +$128K 1.17% 38
2019
Q2 		$1.23M Sell
9,172
-150
-2% -$18.7K 1.24% 33
2019
Q1 		$1.09M Buy
9,322
+200
+2% +$24.7K 1.13% 39
2018
Q4 		$1.01M Buy
+9,122
New +$1.14M 1.21% 38

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fortem Financial Group's MCK Position: Q1 2023 in Review

Fortem Financial Group sold out of McKesson (MCK) in Q1 2023, closing a stake of 627 shares — an estimated $235K sold.

Fortem Financial Group first reported a position in MCK in Q4 2018 and held it in 17 quarters. The position peaked at $1.38M in Q3 2019. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • Fortem Financial Group reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
  • Fortem Financial Group sold 627 McKesson shares in Q1 2023, an estimated $235K.
  • Fortem Financial Group first reported a position in McKesson in Q4 2018 and held it in 17 quarters.
  • Fortem Financial Group's McKesson position peaked at $1.38M in Q3 2019.
  • 1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Fortem Financial Group's 13F filing for Q1 2023, filed 21 Apr 2023.