Heritage Financial Services’s McKesson MCK Stock Holding History

Heritage Financial Services’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	–	Sell	-6	Closed	-$1K	–	301
2022 Q2	$1K	Buy	+6	New	+$1.92K	﹤0.01%	466

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

Heritage Financial Services's MCK Position: Q3 2022 in Review

Heritage Financial Services sold out of McKesson (MCK) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in MCK in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

Heritage Financial Services reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 6 McKesson shares in Q3 2022, an estimated $1K.
Heritage Financial Services first reported a position in McKesson in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's McKesson position peaked at $1K in Q2 2022.
1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.