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Kelman-Lazarov Inc’s McKesson MCK Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-135
Closed -$19K – 187
2016
Q4 		$19K Sell
135
-612
-82% -$90K 0.01% 221
2016
Q3 		$124K Buy
747
+135
+22% +$25.2K 0.07% 132
2016
Q2 		$115K Buy
+612
New +$107K 0.07% 138

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Kelman-Lazarov Inc's MCK Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of McKesson (MCK) in Q1 2017, closing a stake of 135 shares — an estimated $19K sold.

Kelman-Lazarov Inc first reported a position in MCK in Q2 2016 and held it in 3 quarters. The position peaked at $124K in Q3 2016. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining McKesson position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 135 McKesson shares in Q1 2017, an estimated $19K.
  • Kelman-Lazarov Inc first reported a position in McKesson in Q2 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's McKesson position peaked at $124K in Q3 2016.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.