KCS Wealth Advisory’s McKesson MCK Stock Holding History

KCS Wealth 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
2023 Q3	$1.92M	Sell	4,425 -498	-10%	-$210K	0.82%	36
2023 Q2	$2.1M	Buy	4,923 +24	+0.5%	+$9.22K	0.73%	43
2023 Q1	$1.74M	Sell	4,899 -151	-3%	-$54.5K	0.66%	44
2022 Q4	$1.89M	Sell	5,050 -8	-0.2%	-$2.98K	0.79%	42
2022 Q3	$1.72M	Sell	5,058 -3,121	-38%	-$1.08M	0.79%	44
2022 Q2	$2.67M	Sell	8,179 -275	-3%	-$88K	1.19%	21
2022 Q1	$2.59M	Buy	8,454 +216	+3%	+$58.7K	1.2%	27
2021 Q4	$2.05M	Buy	8,238 +393	+5%	+$86.3K	0.82%	34
2021 Q3	$1.56M	Buy	7,845 +312	+4%	+$62.4K	0.74%	43
2021 Q2	$1.44M	Buy	7,533 +642	+9%	+$124K	0.68%	51
2021 Q1	$1.34M	Buy	6,891 +874	+15%	+$160K	0.69%	48
2020 Q4	$1.05M	Buy	6,017 +335	+6%	+$55.8K	0.69%	54
2020 Q3	$846K	Buy	5,682 +382	+7%	+$58K	0.67%	63
2020 Q2	$813K	Buy	5,300 +2,299	+77%	+$332K	0.67%	60
2020 Q1	$406K	Sell	3,001 -5,124	-63%	-$751K	0.41%	98
2019 Q4	$1.12M	Buy	8,125 +26	+0.3%	+$3.67K	0.84%	48
2019 Q3	$1.11M	Buy	8,099 +222	+3%	+$31.5K	0.77%	40
2019 Q2	$1.06M	Buy	7,877 +2,400	+44%	+$299K	0.84%	37
2019 Q1	$641K	Buy	5,477 +1,198	+28%	+$148K	0.56%	87
2018 Q4	$473K	Sell	4,279 -2,898	-40%	-$361K	0.5%	92
2018 Q3	$952K	Buy	7,177 +581	+9%	+$75.8K	0.88%	37
2018 Q2	$880K	Buy	6,596 +456	+7%	+$66.7K	0.82%	36
2018 Q1	$865K	Buy	6,140 +1,344	+28%	+$209K	0.79%	38
2017 Q4	$748K	Buy	+4,796	New	+$710K	0.72%	40

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

KCS Wealth Advisory's MCK Position: Q3 2023 in Review

KCS Wealth Advisory reduced its McKesson (MCK) stake by 10% in Q3 2023, selling an estimated $210K and leaving 4,425 shares worth $1.92M. The position accounts for 0.82% of the portfolio, ranked #36.

KCS Wealth Advisory first reported a position in MCK in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.67M in Q2 2022. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

KCS Wealth Advisory held 4,425 shares of McKesson worth $1.92M as of Q3 2023.
KCS Wealth Advisory sold 498 McKesson shares in Q3 2023, an estimated $210K.
McKesson made up 0.82% of KCS Wealth Advisory's portfolio in Q3 2023, its #36 holding.
KCS Wealth Advisory first reported a position in McKesson in Q4 2017 and has held it in 24 quarters since.
KCS Wealth Advisory's McKesson position peaked at $2.67M in Q2 2022.
1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.