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Krensavage Asset Management’s McKesson MCK Stock Holding History

Krensavage Asset Management’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
Q4 		– Sell
-31,913
Closed -$10.8M – 13
2022
Q3 		$10.8M Sell
31,913
-50,981
-62% -$17.7M 3.45% 10
2022
Q2 		$27M Sell
82,894
-41,271
-33% -$13.2M 8.94% 6
2022
Q1 		$38M Sell
124,165
-32,259
-21% -$8.77M 13.1% 3
2021
Q4 		$38.9M Sell
156,424
-8,167
-5% -$1.79M 13.49% 4
2021
Q3 		$32.8M Sell
164,591
-1,845
-1% -$369K 10.29% 6
2021
Q2 		$31.8M Sell
166,436
-1,204
-0.7% -$233K 10.81% 7
2021
Q1 		$32.7M Buy
167,640
+657
+0.4% +$120K 11.32% 6
2020
Q4 		$29M Sell
166,983
-19,047
-10% -$3.17M 8.48% 8
2020
Q3 		$27.7M Sell
186,030
-30,112
-14% -$4.57M 8.82% 7
2020
Q2 		$33.2M Sell
216,142
-2,164
-1% -$313K 9.02% 7
2020
Q1 		$29.5M Sell
218,306
-36,024
-14% -$5.28M 9.5% 7
2019
Q4 		$35.2M Sell
254,330
-38,967
-13% -$5.51M 12% 3
2019
Q3 		$40.1M Sell
293,297
-80,000
-21% -$11.3M 15.39% 3
2019
Q2 		$50.2M Sell
373,297
-38,358
-9% -$4.78M 16.28% 1
2019
Q1 		$48.2M Buy
411,655
+4,165
+1% +$514K 13.02% 2
2018
Q4 		$45M Buy
407,490
+19,222
+5% +$2.4M 15.2% 2
2018
Q3 		$51.5M Buy
388,268
+64,025
+20% +$8.35M 13.24% 2
2018
Q2 		$43.3M Buy
324,243
+32,851
+11% +$4.8M 11.05% 4
2018
Q1 		$41M Buy
291,392
+164,910
+130% +$25.7M 9.96% 4
2017
Q4 		$19.7M Buy
+126,482
New +$18.7M 6.15% 6

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Krensavage Asset Management's MCK Position: Q4 2022 in Review

Krensavage Asset Management sold out of McKesson (MCK) in Q4 2022, closing a stake of 31,913 shares — an estimated $10.8M sold.

Krensavage Asset Management first reported a position in MCK in Q4 2017 and held it in 20 quarters. The position peaked at $51.5M in Q3 2018. 1,289 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • Krensavage Asset Management reported no remaining McKesson position as of Q4 2022 after selling out during the quarter.
  • Krensavage Asset Management sold 31,913 McKesson shares in Q4 2022, an estimated $10.8M.
  • Krensavage Asset Management first reported a position in McKesson in Q4 2017 and held it in 20 quarters.
  • Krensavage Asset Management's McKesson position peaked at $51.5M in Q3 2018.
  • 1,289 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on Krensavage Asset Management's 13F filing for Q4 2022, filed 15 Feb 2023.