Kore Private Wealth’s McKesson MCK Stock Holding History

Kore Private Wealth’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
2022 Q3	$297K	Buy	875 +49	+6%	+$17K	0.05%	184
2022 Q2	$269K	Sell	826 -140	-14%	-$44.8K	0.04%	235
2022 Q1	$296K	Buy	966 +9	+0.9%	+$2.45K	0.04%	245
2021 Q4	$238K	Buy	+957	New	+$210K	0.03%	268
2020 Q3	–	Sell	-625	Closed	-$95K	–	754
2020 Q2	$95K	Hold	625	–	–	0.02%	345
2020 Q1	$85K	Buy	625 +145	+30%	+$21.2K	0.02%	333
2019 Q4	$66K	Buy	+480	New	+$67.8K	0.01%	447
2019 Q2	–	Sell	-480	Closed	-$56K	–	564
2019 Q1	$56K	Hold	480	–	–	0.01%	364
2018 Q4	$53K	Buy	+480	New	+$59.9K	0.01%	359

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kore Private Wealth's MCK Position: Q3 2022 in Review

Kore Private Wealth increased its McKesson (MCK) stake by 5.9% in Q3 2022, buying an estimated $17K and bringing the position to 875 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #184.

Kore Private Wealth first reported a position in MCK in Q4 2018 and has held it in 9 quarters since. 1,196 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

Kore Private Wealth held 875 shares of McKesson worth $297K as of Q3 2022.
Kore Private Wealth bought 49 McKesson shares in Q3 2022, an estimated $17K.
McKesson made up 0.05% of Kore Private Wealth's portfolio in Q3 2022, its #184 holding.
Kore Private Wealth first reported a position in McKesson in Q4 2018 and has held it in 9 quarters since.
1,196 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.