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Laidlaw Wealth Management’s McKesson MCK Stock Holding History

Laidlaw Wealth 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
2023
Q1 		– Sell
-980
Closed -$368K – 368
2022
Q4 		$368K Buy
980
+54
+6% +$20.1K 0.08% 233
2022
Q3 		$315K Buy
926
+218
+31% +$75.7K 0.07% 228
2022
Q2 		$231K Buy
+708
New +$227K 0.05% 320

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

Laidlaw Wealth Management's MCK Position: Q1 2023 in Review

Laidlaw Wealth Management sold out of McKesson (MCK) in Q1 2023, closing a stake of 980 shares — an estimated $368K sold.

Laidlaw Wealth Management first reported a position in MCK in Q2 2022 and held it in 3 quarters. The position peaked at $368K in Q4 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • Laidlaw Wealth Management reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 980 McKesson shares in Q1 2023, an estimated $368K.
  • Laidlaw Wealth Management first reported a position in McKesson in Q2 2022 and held it in 3 quarters.
  • Laidlaw Wealth Management's McKesson position peaked at $368K in Q4 2022.
  • 1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Laidlaw Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.