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Innovative Portfolios’s McKesson MCK Stock Holding History

Innovative Portfolios’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
2021
Q4 		$368K Hold
1,480
– – 0.86% 9
2021
Q3 		$368K Hold
1,480
– – 0.86% 9
2021
Q2 		$283K Buy
1,480
+96
+7% +$18.5K 0.76% 29
2021
Q1 		$270K Buy
+1,384
New +$253K 0.01% 9

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Innovative Portfolios's MCK Position: Q4 2021 in Review

Innovative Portfolios held its McKesson (MCK) position steady in Q4 2021 at 1,480 shares worth $368K. The position accounts for 0.86% of the portfolio, ranked #9.

Innovative Portfolios first reported a position in MCK in Q1 2021 and has held it in 4 quarters since. 1,099 funds tracked by Wall St. Rank hold MCK as of Q4 2021.

  • Innovative Portfolios held 1,480 shares of McKesson worth $368K as of Q4 2021.
  • Innovative Portfolios left its McKesson share count unchanged in Q4 2021.
  • McKesson made up 0.86% of Innovative Portfolios's portfolio in Q4 2021, its #9 holding.
  • Innovative Portfolios first reported a position in McKesson in Q1 2021 and has held it in 4 quarters since.
  • 1,099 funds tracked by Wall St. Rank held McKesson as of Q4 2021.

Based on Innovative Portfolios's 13F filing for Q4 2021, filed 3 Feb 2022.