Legacy Capital Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $497K | Hold |
1,625
| – | – | 0.16% | 105 |
|
|
2021
Q4 | $404K | Hold |
1,625
| – | – | 0.13% | 113 |
|
|
2021
Q3 | $324K | Hold |
1,625
| – | – | 0.12% | 119 |
|
|
2021
Q2 | $311K | Hold |
1,625
| – | – | 0.11% | 122 |
|
|
2021
Q1 | $317K | Sell |
1,625
-100
| -6% | -$18.3K | 0.12% | 117 |
|
|
2020
Q4 | $300K | Hold |
1,725
| – | – | 0.12% | 118 |
|
|
2020
Q3 | $257K | Sell |
1,725
-688
| -29% | -$104K | 0.1% | 118 |
|
|
2020
Q2 | $370K | Sell |
2,413
-114
| -5% | -$16.5K | 0.16% | 103 |
|
|
2020
Q1 | $342K | Sell |
2,527
-200
| -7% | -$29.3K | 0.17% | 94 |
|
|
2019
Q4 | $377K | Hold |
2,727
| – | – | 0.15% | 104 |
|
|
2019
Q3 | $373K | Sell |
2,727
-211
| -7% | -$29.9K | 0.16% | 103 |
|
|
2019
Q2 | $395K | Sell |
2,938
-163
| -5% | -$20.3K | 0.18% | 96 |
|
|
2019
Q1 | $363K | Sell |
3,101
-25
| -0.8% | -$3.09K | 0.17% | 98 |
|
|
2018
Q4 | $345K | Sell |
3,126
-1,063
| -25% | -$133K | 0.18% | 101 |
|
|
2018
Q3 | $555K | Buy |
4,189
+151
| +4% | +$19.7K | 0.26% | 80 |
|
|
2018
Q2 | $539K | Buy |
4,038
+145
| +4% | +$21.2K | 0.26% | 79 |
|
|
2018
Q1 | $548K | Buy |
3,893
+590
| +18% | +$91.9K | 0.27% | 79 |
|
|
2017
Q4 | $515K | Buy |
3,303
+340
| +11% | +$50.4K | 0.25% | 78 |
|
|
2017
Q3 | $455K | Hold |
2,963
| – | – | 0.24% | 79 |
|
|
2017
Q2 | $488K | Sell |
2,963
-380
| -11% | -$57.6K | 0.26% | 79 |
|
|
2017
Q1 | $496K | Sell |
3,343
-800
| -19% | -$117K | 0.28% | 77 |
|
|
2016
Q4 | $582K | Sell |
4,143
-2,355
| -36% | -$346K | 0.35% | 70 |
|
|
2016
Q3 | $1.08M | Hold |
6,498
| – | – | 0.68% | 51 |
|
|
2016
Q2 | $1.21M | Sell |
6,498
-60
| -0.9% | -$10.5K | 0.75% | 50 |
|
|
2016
Q1 | $1.03M | Sell |
6,558
-115
| -2% | -$18.6K | 0.67% | 52 |
|
|
2015
Q4 | $1.32M | Buy |
6,673
+113
| +2% | +$21.3K | 0.85% | 43 |
|
|
2015
Q3 | $1.21M | Sell |
6,560
-30
| -0.5% | -$6.36K | 0.82% | 43 |
|
|
2015
Q2 | $1.48M | Sell |
6,590
-170
| -3% | -$39.3K | 0.96% | 38 |
|
|
2015
Q1 | $1.53M | Sell |
6,760
-250
| -4% | -$55.5K | 0.98% | 36 |
|
|
2014
Q4 | $1.46M | Sell |
7,010
-10
| -0.1% | -$2.03K | 0.93% | 39 |
|
|
2014
Q3 | $1.37M | Sell |
7,020
-800
| -10% | -$154K | 0.91% | 40 |
|
|
2014
Q2 | $1.46M | Sell |
7,820
-830
| -10% | -$148K | 0.95% | 37 |
|
|
2014
Q1 | $1.53M | Sell |
8,650
-675
| -7% | -$118K | 1.08% | 33 |
|
|
2013
Q4 | $1.51M | Sell |
9,325
-1,150
| -11% | -$177K | 1.07% | 37 |
|
|
2013
Q3 | $1.34M | Sell |
10,475
-283
| -3% | -$34.8K | 1% | 38 |
|
|
2013
Q2 | $1.23M | Buy |
+10,758
| New | +$1.2M | 0.94% | 44 |
|
Other funds holding MCK
Legacy Capital Partners's MCK Position: Q1 2022 in Review
Legacy Capital Partners held its McKesson (MCK) position steady in Q1 2022 at 1,625 shares worth $497K. The position accounts for 0.16% of the portfolio, ranked #105.
Legacy Capital Partners first reported a position in MCK in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.53M in Q1 2015. 1,139 funds tracked by Wall St. Rank hold MCK as of Q1 2022.
- Legacy Capital Partners held 1,625 shares of McKesson worth $497K as of Q1 2022.
- Legacy Capital Partners left its McKesson share count unchanged in Q1 2022.
- McKesson made up 0.16% of Legacy Capital Partners's portfolio in Q1 2022, its #105 holding.
- Legacy Capital Partners first reported a position in McKesson in Q2 2013 and has held it in 36 quarters since.
- Legacy Capital Partners's McKesson position peaked at $1.53M in Q1 2015.
- 1,139 funds tracked by Wall St. Rank held McKesson as of Q1 2022.
Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.