FourThought Financial’s McKesson MCK Stock Holding History

FourThought Financial’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 Q3	$730K	Buy	2,147 +6	+0.3%	+$2.08K	0.11%	134
2022 Q2	$698K	Sell	2,141 -100	-4%	-$32K	0.1%	144
2022 Q1	$670K	Sell	2,241 -79	-3%	-$21.5K	0.08%	160
2021 Q4	$577K	Sell	2,320 -207	-8%	-$45.4K	0.07%	178
2021 Q3	$503K	Sell	2,527 -361	-13%	-$72.2K	0.07%	199
2021 Q2	$552K	Sell	2,888 -2,317	-45%	-$448K	0.07%	194
2021 Q1	$1.01M	Sell	5,205 -246	-5%	-$44.9K	0.15%	122
2020 Q4	$948K	Buy	+5,451	New	+$908K	0.15%	120

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

FourThought Financial's MCK Position: Q3 2022 in Review

FourThought Financial increased its McKesson (MCK) stake by 0.28% in Q3 2022, buying an estimated $2.08K and bringing the position to 2,147 shares worth $730K. The position accounts for 0.11% of the portfolio, ranked #134.

FourThought Financial first reported a position in MCK in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2021. 1,196 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

FourThought Financial held 2,147 shares of McKesson worth $730K as of Q3 2022.
FourThought Financial bought 6 McKesson shares in Q3 2022, an estimated $2.08K.
McKesson made up 0.11% of FourThought Financial's portfolio in Q3 2022, its #134 holding.
FourThought Financial first reported a position in McKesson in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's McKesson position peaked at $1.01M in Q1 2021.
1,196 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.