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Freedman Financial Associates’s McKesson MCK Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-287
Closed -$88K – 250
2022
Q1 		$88K Hold
287
– – 0.06% 132
2021
Q4 		$71K Hold
287
– – 0.05% 156
2021
Q3 		$57K Hold
287
– – 0.04% 178
2021
Q2 		$55K Hold
287
– – 0.04% 181
2021
Q1 		$56K Hold
287
– – 0.05% 178
2020
Q4 		$50K Buy
+287
New +$47.8K 0.04% 184

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Freedman Financial Associates's MCK Position: Q2 2022 in Review

Freedman Financial Associates sold out of McKesson (MCK) in Q2 2022, closing a stake of 287 shares — an estimated $88K sold.

Freedman Financial Associates first reported a position in MCK in Q4 2020 and held it in 6 quarters. The position peaked at $88K in Q1 2022. 1,167 funds tracked by Wall St. Rank hold MCK as of Q2 2022.

  • Freedman Financial Associates reported no remaining McKesson position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 287 McKesson shares in Q2 2022, an estimated $88K.
  • Freedman Financial Associates first reported a position in McKesson in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's McKesson position peaked at $88K in Q1 2022.
  • 1,167 funds tracked by Wall St. Rank held McKesson as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.