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HC Financial Advisors’s McKesson MCK Stock Holding History

HC Financial Advisors’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 		$23K Hold
71
– – 0.02% 180
2022
Q1 		$22K Hold
71
– – 0.01% 188
2021
Q4 		$18K Hold
71
– – 0.01% 210
2021
Q3 		$14K Hold
71
– – 0.01% 218
2021
Q2 		$14K Sell
71
-135
-66% -$26.1K 0.01% 215
2021
Q1 		$40K Sell
206
-200
-49% -$36.5K 0.02% 146
2020
Q4 		$71K Buy
+406
New +$67.6K 0.05% 114

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

HC Financial Advisors's MCK Position: Q2 2022 in Review

HC Financial Advisors held its McKesson (MCK) position steady in Q2 2022 at 71 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #180.

HC Financial Advisors first reported a position in MCK in Q4 2020 and has held it in 7 quarters since. The position peaked at $71K in Q4 2020. 1,168 funds tracked by Wall St. Rank hold MCK as of Q2 2022.

  • HC Financial Advisors held 71 shares of McKesson worth $23K as of Q2 2022.
  • HC Financial Advisors left its McKesson share count unchanged in Q2 2022.
  • McKesson made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #180 holding.
  • HC Financial Advisors first reported a position in McKesson in Q4 2020 and has held it in 7 quarters since.
  • HC Financial Advisors's McKesson position peaked at $71K in Q4 2020.
  • 1,168 funds tracked by Wall St. Rank held McKesson as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.