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Joseph P. Lucia & Associates’s McKesson MCK Stock Holding History

Joseph P. Lucia & Associates’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
-8
Closed -$3K – 299
2022
Q2 		$3K Hold
8
– – ﹤0.01% 377
2022
Q1 		$2K Buy
+8
New +$2.18K ﹤0.01% 404
2021
Q4 		– Sell
-8
Closed -$2K – 375
2021
Q3 		$2K Buy
+8
New +$1.6K ﹤0.01% 519

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

Joseph P. Lucia & Associates's MCK Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of McKesson (MCK) in Q3 2022, closing a stake of 8 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in MCK in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 8 McKesson shares in Q3 2022, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in McKesson in Q3 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's McKesson position peaked at $3K in Q2 2022.
  • 1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.