Kings Point Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $109K | Hold |
357
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $89K | Sell |
357
-5
| -1% | -$1.1K | 0.01% | 315 |
|
|
2021
Q3 | $72K | Hold |
362
| – | – | 0.01% | 315 |
|
|
2021
Q2 | $69K | Sell |
362
-6
| -2% | -$1.16K | 0.01% | 319 |
|
|
2021
Q1 | $72K | Hold |
368
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $64K | Hold |
368
| – | – | 0.01% | 293 |
|
|
2020
Q3 | $55K | Hold |
368
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $56K | Hold |
368
| – | – | 0.01% | 265 |
|
|
2020
Q1 | $50K | Hold |
368
| – | – | 0.01% | 280 |
|
|
2019
Q4 | $51K | Sell |
368
-5
| -1% | -$707 | 0.01% | 310 |
|
|
2019
Q3 | $51K | Hold |
373
| – | – | 0.01% | 296 |
|
|
2019
Q2 | $50K | Sell |
373
-470
| -56% | -$58.6K | 0.01% | 258 |
|
|
2019
Q1 | $99K | Hold |
843
| – | – | 0.02% | 175 |
|
|
2018
Q4 | $93K | Sell |
843
-13
| -2% | -$1.62K | 0.02% | 165 |
|
|
2018
Q3 | $114K | Sell |
856
-17
| -2% | -$2.22K | 0.02% | 177 |
|
|
2018
Q2 | $116K | Hold |
873
| – | – | 0.02% | 173 |
|
|
2018
Q1 | $123K | Hold |
873
| – | – | 0.02% | 166 |
|
|
2017
Q4 | $136K | Hold |
873
| – | – | 0.03% | 167 |
|
|
2017
Q3 | $134K | Hold |
873
| – | – | 0.03% | 159 |
|
|
2017
Q2 | $144K | Hold |
873
| – | – | 0.03% | 157 |
|
|
2017
Q1 | $129K | Sell |
873
-264
| -23% | -$38.7K | 0.03% | 158 |
|
|
2016
Q4 | $160K | Hold |
1,137
| – | – | 0.04% | 141 |
|
|
2016
Q3 | $190K | Buy |
1,137
+154
| +16% | +$28.7K | 0.05% | 122 |
|
|
2016
Q2 | $183K | Sell |
983
-59
| -6% | -$10.3K | 0.05% | 120 |
|
|
2016
Q1 | $164K | Sell |
1,042
-53
| -5% | -$8.56K | 0.04% | 122 |
|
|
2015
Q4 | $216K | Buy |
1,095
+192
| +21% | +$36.2K | 0.05% | 112 |
|
|
2015
Q3 | $167K | Hold |
903
| – | – | 0.04% | 129 |
|
|
2015
Q2 | $203K | Hold |
903
| – | – | 0.05% | 123 |
|
|
2015
Q1 | $204K | Hold |
903
| – | – | 0.05% | 121 |
|
|
2014
Q4 | $187K | Buy |
903
+1
| +0.1% | +$203 | 0.05% | 115 |
|
|
2014
Q3 | $176K | Buy |
902
+111
| +14% | +$21.4K | 0.05% | 114 |
|
|
2014
Q2 | $147K | Sell |
791
-111
| -12% | -$19.7K | 0.04% | 119 |
|
|
2014
Q1 | $159K | Hold |
902
| – | – | 0.05% | 106 |
|
|
2013
Q4 | $146K | Buy |
902
+1
| +0.1% | +$154 | 0.05% | 108 |
|
|
2013
Q3 | $116K | Hold |
901
| – | – | 0.04% | 122 |
|
|
2013
Q2 | $103K | Buy |
+901
| New | +$100K | 0.04% | 135 |
|
Other funds holding MCK
Kings Point Capital Management's MCK Position: Q1 2022 in Review
Kings Point Capital Management held its McKesson (MCK) position steady in Q1 2022 at 357 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #264.
Kings Point Capital Management first reported a position in MCK in Q2 2013 and has held it in 36 quarters since. The position peaked at $216K in Q4 2015. 1,139 funds tracked by Wall St. Rank hold MCK as of Q1 2022.
- Kings Point Capital Management held 357 shares of McKesson worth $109K as of Q1 2022.
- Kings Point Capital Management left its McKesson share count unchanged in Q1 2022.
- McKesson made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #264 holding.
- Kings Point Capital Management first reported a position in McKesson in Q2 2013 and has held it in 36 quarters since.
- Kings Point Capital Management's McKesson position peaked at $216K in Q4 2015.
- 1,139 funds tracked by Wall St. Rank held McKesson as of Q1 2022.
Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.