HNWAG
MCK icon

High Net Worth Advisory Group’s McKesson MCK Stock Holding History

High Net Worth Advisory 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
-150
Closed -$56.3K – 419
2022
Q4 		$56.3K Hold
150
– – 0.02% 311
2022
Q3 		$51K Hold
150
– – 0.02% 320
2022
Q2 		$49K Hold
150
– – 0.02% 326
2022
Q1 		$46K Hold
150
– – 0.02% 348
2021
Q4 		$37K Buy
+150
New +$32.9K 0.01% 381

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

High Net Worth Advisory Group's MCK Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of McKesson (MCK) in Q1 2023, closing a stake of 150 shares — an estimated $56.3K sold.

High Net Worth Advisory Group first reported a position in MCK in Q4 2021 and held it in 5 quarters. The position peaked at $56.3K in Q4 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 150 McKesson shares in Q1 2023, an estimated $56.3K.
  • High Net Worth Advisory Group first reported a position in McKesson in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's McKesson position peaked at $56.3K in Q4 2022.
  • 1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.