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Kula Investments’s McKesson MCK Stock Holding History

Kula Investments’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
Q1 		$1.06M Buy
2,967
+1,248
+73% +$451K 0.26% 113
2022
Q4 		$645K Buy
+1,719
New +$641K 0.19% 144

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Kula Investments's MCK Position: Q1 2023 in Review

Kula Investments increased its McKesson (MCK) stake by 73% in Q1 2023, buying an estimated $451K and bringing the position to 2,967 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #113.

Kula Investments first reported a position in MCK in Q4 2022 and has held it in 2 quarters since. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • Kula Investments held 2,967 shares of McKesson worth $1.06M as of Q1 2023.
  • Kula Investments bought 1,248 McKesson shares in Q1 2023, an estimated $451K.
  • McKesson made up 0.26% of Kula Investments's portfolio in Q1 2023, its #113 holding.
  • Kula Investments first reported a position in McKesson in Q4 2022 and has held it in 2 quarters since.
  • 1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.