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JFS Wealth Advisors’s McKesson MCK Stock Holding History

JFS Wealth 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
Q4 		– Sell
-14
Closed -$5K – 1978
2022
Q3 		$5K Sell
14
-89
-86% -$30.9K ﹤0.01% 987
2022
Q2 		$34K Sell
103
-27
-21% -$8.64K ﹤0.01% 474
2022
Q1 		$40K Sell
130
-97
-43% -$26.4K ﹤0.01% 471
2021
Q4 		$56K Hold
227
– – 0.01% 403
2021
Q3 		$45K Hold
227
– – ﹤0.01% 431
2021
Q2 		$43K Buy
227
+18
+9% +$3.48K 0.01% 287
2021
Q1 		$41K Hold
209
– – 0.01% 267
2020
Q4 		$36K Sell
209
-90
-30% -$15K 0.01% 273
2020
Q3 		$45K Hold
299
– – 0.01% 248
2020
Q2 		$46K Hold
299
– – 0.01% 236
2020
Q1 		$40K Sell
299
-59
-16% -$8.64K 0.01% 233
2019
Q4 		$50K Hold
358
– – 0.01% 241
2019
Q3 		$49K Hold
358
– – 0.01% 235
2019
Q2 		$48K Buy
358
+33
+10% +$4.12K 0.01% 243
2019
Q1 		$38K Buy
325
+33
+11% +$4.07K 0.01% 244
2018
Q4 		$32K Hold
292
– – 0.01% 253
2018
Q3 		$39K Buy
292
+31
+12% +$4.04K 0.01% 262
2018
Q2 		$35K Hold
261
– – 0.01% 268
2018
Q1 		$37K Buy
261
+3
+1% +$467 0.01% 267
2017
Q4 		$40K Hold
258
– – 0.01% 268
2017
Q3 		$40K Hold
258
– – 0.01% 260
2017
Q2 		$42K Sell
258
-243
-49% -$36.8K 0.01% 233
2017
Q1 		$70K Hold
501
– – 0.02% 198
2016
Q4 		$70K Buy
501
+258
+106% +$38K 0.02% 198
2016
Q3 		$41K Hold
243
– – 0.01% 258
2016
Q2 		$45K Hold
243
– – 0.01% 265
2016
Q1 		$38K Sell
243
-242
-50% -$39.1K 0.01% 262
2015
Q4 		$96K Buy
+485
New +$91.6K 0.03% 183

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JFS Wealth Advisors's MCK Position: Q4 2022 in Review

JFS Wealth Advisors sold out of McKesson (MCK) in Q4 2022, closing a stake of 14 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in MCK in Q4 2015 and held it in 28 quarters. The position peaked at $96K in Q4 2015. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • JFS Wealth Advisors reported no remaining McKesson position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 14 McKesson shares in Q4 2022, an estimated $5K.
  • JFS Wealth Advisors first reported a position in McKesson in Q4 2015 and held it in 28 quarters.
  • JFS Wealth Advisors's McKesson position peaked at $96K in Q4 2015.
  • 1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.