Kiwi Wealth Investments Limited Partnership’s McKesson MCK Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	–	Sell	-6,638	Closed	-$2.84M	–	136
2023 Q2	$2.84M	Hold	6,638	–	–	0.18%	108
2023 Q1	$2.36M	Sell	6,638 -5,883	-47%	-$2.12M	0.15%	122
2022 Q4	$4.7M	Sell	12,521 -4,658	-27%	-$1.74M	0.31%	80
2022 Q3	$5.6M	Hold	17,179	–	–	0.39%	70
2022 Q2	$5.6M	Sell	17,179 -1,991	-10%	-$637K	0.39%	70
2022 Q1	$5.87M	Buy	19,170 +17,863	+1,367%	+$4.86M	0.32%	85
2021 Q4	$325K	Hold	1,307	–	–	0.02%	236
2021 Q3	$261K	Sell	1,307 -14,064	-91%	-$2.81M	0.01%	231
2021 Q2	$2.94M	Hold	15,371	–	–	0.15%	154
2021 Q1	$3M	Hold	15,371	–	–	0.17%	134
2020 Q4	$2.67M	Buy	15,371 +2,464	+19%	+$410K	0.16%	164
2020 Q3	$1.92M	Hold	12,907	–	–	0.13%	179
2020 Q2	$1.98M	Buy	+12,907	New	+$1.86M	0.16%	155
2017 Q4	–	Sell	-13,693	Closed	-$2.1M	–	163
2017 Q3	$2.1M	Buy	13,693 +2,594	+23%	+$405K	0.25%	88
2017 Q2	$1.83M	Buy	+11,099	New	+$1.68M	0.17%	94
2017 Q1	–	Sell	-17,191	Closed	-$2.41M	–	174
2016 Q4	$2.41M	Sell	17,191 -1,967	-10%	-$289K	0.21%	109
2016 Q3	$3.19M	Buy	+19,158	New	+$3.57M	0.28%	84

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Kiwi Wealth Investments Limited Partnership's MCK Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of McKesson (MCK) in Q3 2023, closing a stake of 6,638 shares — an estimated $2.84M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MCK in Q3 2016 and held it in 17 quarters. The position peaked at $5.87M in Q1 2022. 1,348 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining McKesson position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 6,638 McKesson shares in Q3 2023, an estimated $2.84M.
Kiwi Wealth Investments Limited Partnership first reported a position in McKesson in Q3 2016 and held it in 17 quarters.
Kiwi Wealth Investments Limited Partnership's McKesson position peaked at $5.87M in Q1 2022.
1,348 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.