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Marietta Wealth Management’s McKesson MCK Stock Holding History

Marietta 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
2017
Q1 		– Sell
-2,287
Closed -$321K – 120
2016
Q4 		$321K Buy
+2,287
New +$336K 0.26% 102

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Marietta Wealth Management's MCK Position: Q1 2017 in Review

Marietta Wealth Management sold out of McKesson (MCK) in Q1 2017, closing a stake of 2,287 shares — an estimated $321K sold.

Marietta Wealth Management first reported a position in MCK in Q4 2016 and held it in 1 quarter. The position peaked at $321K in Q4 2016. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

  • Marietta Wealth Management reported no remaining McKesson position as of Q1 2017 after selling out during the quarter.
  • Marietta Wealth Management sold 2,287 McKesson shares in Q1 2017, an estimated $321K.
  • Marietta Wealth Management first reported a position in McKesson in Q4 2016 and held it in 1 quarter.
  • Marietta Wealth Management's McKesson position peaked at $321K in Q4 2016.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on Marietta Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.