Kaizen Advisory’s McKesson MCK Stock Holding History

Kaizen Advisory’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
2018 Q4	$61K	Buy	552 +52	+10%	+$6.49K	0.04%	289
2018 Q3	$66K	Hold	500	–	–	0.03%	291
2018 Q2	$67K	Buy	500 +296	+145%	+$43.3K	0.03%	285
2018 Q1	$29K	Hold	204	–	–	0.03%	272
2017 Q4	$32K	Buy	+204	New	+$30.2K	0.02%	254

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Kaizen Advisory's MCK Position: Q4 2018 in Review

Kaizen Advisory increased its McKesson (MCK) stake by 10% in Q4 2018, buying an estimated $6.49K and bringing the position to 552 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #289.

Kaizen Advisory first reported a position in MCK in Q4 2017 and has held it in 5 quarters since. The position peaked at $67K in Q2 2018. 855 funds tracked by Wall St. Rank hold MCK as of Q4 2018.

Kaizen Advisory held 552 shares of McKesson worth $61K as of Q4 2018.
Kaizen Advisory bought 52 McKesson shares in Q4 2018, an estimated $6.49K.
McKesson made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #289 holding.
Kaizen Advisory first reported a position in McKesson in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's McKesson position peaked at $67K in Q2 2018.
855 funds tracked by Wall St. Rank held McKesson as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.