Icon Wealth Partners’s McKesson MCK Stock Holding History

Icon Wealth Partners’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 Q3	$142K	Hold	327	–	–	0.02%	328
2023 Q2	$140K	Sell	327 -19	-5%	-$7.3K	0.01%	358
2023 Q1	$123K	Buy	+346	New	+$125K	0.01%	374
2019 Q2	–	Sell	-506	Closed	-$59K	–	527
2019 Q1	$59K	Buy	+506	New	+$62.5K	0.02%	319
2018 Q4	–	Sell	-956	Closed	-$127K	–	240
2018 Q3	$127K	Buy	956 +460	+93%	+$60K	0.05%	228
2018 Q2	$66K	Buy	+496	New	+$72.5K	0.03%	317
2018 Q1	–	Sell	-712	Closed	-$111K	–	542
2017 Q4	$111K	Buy	+712	New	+$105K	0.06%	256

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Icon Wealth Partners's MCK Position: Q3 2023 in Review

Icon Wealth Partners held its McKesson (MCK) position steady in Q3 2023 at 327 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #328.

Icon Wealth Partners first reported a position in MCK in Q4 2017 and has held it in 7 quarters since. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

Icon Wealth Partners held 327 shares of McKesson worth $142K as of Q3 2023.
Icon Wealth Partners left its McKesson share count unchanged in Q3 2023.
McKesson made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #328 holding.
Icon Wealth Partners first reported a position in McKesson in Q4 2017 and has held it in 7 quarters since.
1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.