LCM
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Logan Capital Management’s McKesson MCK Stock Holding History

Logan Capital 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
Q1 		– Sell
-15
Closed -$4K – 545
2021
Q4 		$4K Hold
15
– – ﹤0.01% 504
2021
Q3 		$3K Hold
15
– – ﹤0.01% 502
2021
Q2 		$3K Buy
+15
New +$2.9K ﹤0.01% 495
2016
Q4 		– Sell
-2,050
Closed -$342K – 281
2016
Q3 		$342K Hold
2,050
– – 0.03% 242
2016
Q2 		$383K Buy
2,050
+732
+56% +$128K 0.03% 235
2016
Q1 		$207K Sell
1,318
-12,780
-91% -$2.06M 0.02% 279
2015
Q4 		$2.78M Sell
14,098
-730
-5% -$138K 0.22% 93
2015
Q3 		$2.74M Buy
14,828
+550
+4% +$117K 0.23% 92
2015
Q2 		$3.21M Buy
+14,278
New +$3.3M 0.24% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Logan Capital Management's MCK Position: Q1 2022 in Review

Logan Capital Management sold out of McKesson (MCK) in Q1 2022, closing a stake of 15 shares — an estimated $4K sold.

Logan Capital Management first reported a position in MCK in Q2 2015 and held it in 9 quarters. The position peaked at $3.21M in Q2 2015. 1,139 funds tracked by Wall St. Rank hold MCK as of Q1 2022.

  • Logan Capital Management reported no remaining McKesson position as of Q1 2022 after selling out during the quarter.
  • Logan Capital Management sold 15 McKesson shares in Q1 2022, an estimated $4K.
  • Logan Capital Management first reported a position in McKesson in Q2 2015 and held it in 9 quarters.
  • Logan Capital Management's McKesson position peaked at $3.21M in Q2 2015.
  • 1,139 funds tracked by Wall St. Rank held McKesson as of Q1 2022.

Based on Logan Capital Management's 13F filing for Q1 2022, filed 16 May 2022.