Matterhorn Capital Management’s McKesson MCK Stock Holding History

Matterhorn 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
2016 Q3	$1.07M	Sell	6,423 -1,332	-17%	-$248K	0.71%	35
2016 Q2	$1.45M	Sell	7,755 -3,476	-31%	-$610K	0.92%	29
2016 Q1	$1.77M	Sell	11,231 -7,306	-39%	-$1.18M	1.15%	43
2015 Q4	$3.66M	Buy	18,537 +3,718	+25%	+$702K	1.67%	34
2015 Q3	$2.74M	Buy	14,819 +242	+2%	+$51.3K	1.32%	48
2015 Q2	$3.28M	Buy	+14,577	New	+$3.37M	1.4%	44

Other funds holding MCK

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Matterhorn Capital Management's MCK Position: Q3 2016 in Review

Matterhorn Capital Management reduced its McKesson (MCK) stake by 17% in Q3 2016, selling an estimated $248K and leaving 6,423 shares worth $1.07M. The position accounts for 0.71% of the portfolio, ranked #35.

Matterhorn Capital Management first reported a position in MCK in Q2 2015 and has held it in 6 quarters since. The position peaked at $3.66M in Q4 2015. 939 funds tracked by Wall St. Rank hold MCK as of Q3 2016.

Matterhorn Capital Management held 6,423 shares of McKesson worth $1.07M as of Q3 2016.
Matterhorn Capital Management sold 1,332 McKesson shares in Q3 2016, an estimated $248K.
McKesson made up 0.71% of Matterhorn Capital Management's portfolio in Q3 2016, its #35 holding.
Matterhorn Capital Management first reported a position in McKesson in Q2 2015 and has held it in 6 quarters since.
Matterhorn Capital Management's McKesson position peaked at $3.66M in Q4 2015.
939 funds tracked by Wall St. Rank held McKesson as of Q3 2016.

Based on Matterhorn Capital Management's 13F filing for Q3 2016, filed 10 Nov 2016.