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Kays Financial Advisory’s McKesson MCK Stock Holding History

Kays Financial 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
2020
Q3 		$4M Buy
26,889
+173
+0.6% +$26.3K 0.64% 27
2020
Q2 		$4.1M Buy
26,716
+483
+2% +$69.8K 0.71% 26
2020
Q1 		$3.55M Buy
26,233
+1,198
+5% +$175K 0.73% 24
2019
Q4 		$3.46M Buy
25,035
+287
+1% +$40.6K 0.61% 32
2019
Q3 		$3.38M Sell
24,748
-288
-1% -$40.9K 0.62% 30
2019
Q2 		$3.36M Buy
25,036
+367
+1% +$45.8K 0.62% 33
2019
Q1 		$2.89M Buy
24,669
+2,587
+12% +$319K 0.56% 33
2018
Q4 		$2.44M Buy
22,082
+12,746
+137% +$1.59M 0.55% 38
2018
Q3 		$1.24M Buy
9,336
+45
+0.5% +$5.87K 0.26% 56
2018
Q2 		$1.24M Buy
9,291
+461
+5% +$67.4K 0.27% 54
2018
Q1 		$1.24M Buy
+8,830
New +$1.38M 0.28% 49
2016
Q3 		– Sell
-3,586
Closed -$669K – 68
2016
Q2 		$669K Sell
3,586
-1,995
-36% -$350K 0.3% 45
2016
Q1 		$878K Buy
5,581
+484
+9% +$78.2K 0.43% 31
2015
Q4 		$1M Buy
5,097
+796
+19% +$150K 0.52% 26
2015
Q3 		$796K Buy
4,301
+693
+19% +$147K 0.45% 30
2015
Q2 		$811K Buy
3,608
+181
+5% +$41.8K 0.47% 25
2015
Q1 		$775K Buy
3,427
+969
+39% +$215K 0.46% 24
2014
Q4 		$510K Buy
2,458
+609
+33% +$124K 0.35% 28
2014
Q3 		$360K Buy
1,849
+256
+16% +$49.3K 0.26% 28
2014
Q2 		$297K Buy
1,593
+400
+34% +$71.2K 0.21% 28
2014
Q1 		$211K Buy
+1,193
New +$208K 0.15% 32

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kays Financial Advisory's MCK Position: Q3 2020 in Review

Kays Financial Advisory increased its McKesson (MCK) stake by 0.65% in Q3 2020, buying an estimated $26.3K and bringing the position to 26,889 shares worth $4M. The position accounts for 0.64% of the portfolio, ranked #27.

Kays Financial Advisory first reported a position in MCK in Q1 2014 and has held it in 21 quarters since. The position peaked at $4.1M in Q2 2020. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2020.

  • Kays Financial Advisory held 26,889 shares of McKesson worth $4M as of Q3 2020.
  • Kays Financial Advisory bought 173 McKesson shares in Q3 2020, an estimated $26.3K.
  • McKesson made up 0.64% of Kays Financial Advisory's portfolio in Q3 2020, its #27 holding.
  • Kays Financial Advisory first reported a position in McKesson in Q1 2014 and has held it in 21 quarters since.
  • Kays Financial Advisory's McKesson position peaked at $4.1M in Q2 2020.
  • 877 funds tracked by Wall St. Rank held McKesson as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.