LWAC
MCK icon

Laurel Wealth Advisors (California)’s McKesson MCK Stock Holding History

Laurel Wealth Advisors (California)’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 		$908K Sell
2,421
-195
-7% -$72.7K 0.09% 234
2022
Q3 		$889K Buy
2,616
+797
+44% +$277K 0.09% 232
2022
Q2 		$594K Sell
1,819
-502
-22% -$161K 0.06% 320
2022
Q1 		$711K Sell
2,321
-497
-18% -$135K 0.06% 325
2021
Q4 		$700K Buy
+2,818
New +$619K 0.05% 345

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

Laurel Wealth Advisors (California)'s MCK Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its McKesson (MCK) stake by 7.5% in Q4 2022, selling an estimated $72.7K and leaving 2,421 shares worth $908K. The position accounts for 0.09% of the portfolio, ranked #234.

Laurel Wealth Advisors (California) first reported a position in MCK in Q4 2021 and has held it in 5 quarters since. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,421 shares of McKesson worth $908K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 195 McKesson shares in Q4 2022, an estimated $72.7K.
  • McKesson made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #234 holding.
  • Laurel Wealth Advisors (California) first reported a position in McKesson in Q4 2021 and has held it in 5 quarters since.
  • 1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.