Lumature Wealth Partners’s McKesson MCK Stock Holding History

Lumature Wealth Partners’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 Q2	$286K	Hold	670	–	–	0.17%	114
2023 Q1	$239K	Hold	670	–	–	0.13%	138
2022 Q4	$251K	Hold	670	–	–	0.14%	125
2022 Q3	$228K	Hold	670	–	–	0.12%	133
2022 Q2	$219K	Hold	670	–	–	0.1%	158
2022 Q1	$205K	Hold	670	–	–	0.08%	174
2021 Q4	$167K	Hold	670	–	–	0.06%	152
2021 Q3	$134K	Sell	670 -240	-26%	-$48K	0.05%	162
2021 Q2	$174K	Hold	910	–	–	0.07%	149
2021 Q1	$177K	Buy	+910	New	+$166K	0.09%	125

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lumature Wealth Partners's MCK Position: Q2 2023 in Review

Lumature Wealth Partners held its McKesson (MCK) position steady in Q2 2023 at 670 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #114.

Lumature Wealth Partners first reported a position in MCK in Q1 2021 and has held it in 10 quarters since. 1,321 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

Lumature Wealth Partners held 670 shares of McKesson worth $286K as of Q2 2023.
Lumature Wealth Partners left its McKesson share count unchanged in Q2 2023.
McKesson made up 0.17% of Lumature Wealth Partners's portfolio in Q2 2023, its #114 holding.
Lumature Wealth Partners first reported a position in McKesson in Q1 2021 and has held it in 10 quarters since.
1,321 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.