MinichMacGregor Wealth Management’s McKesson MCK Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-5	Closed	-$1.88K	–	405
2022 Q4	$1.88K	Buy	+5	New	+$1.86K	﹤0.01%	564
2020 Q2	–	Sell	-11,602	Closed	-$1.6M	–	94
2020 Q1	$1.6M	Buy	+11,602	New	+$1.7M	1.44%	12
2018 Q2	–	Sell	-1	Closed	–	–	564
2018 Q1	$0	Hold	1	–	–	﹤0.01%	539
2017 Q4	$0	Hold	1	–	–	﹤0.01%	510
2017 Q3	$0	Hold	1	–	–	﹤0.01%	502
2017 Q2	$0	Hold	1	–	–	﹤0.01%	502
2017 Q1	$0	Hold	1	–	–	﹤0.01%	484
2016 Q4	$0	Sell	1 -9	-90%	-$1.32K	﹤0.01%	484
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	423
2016 Q2	$1K	Buy	10 +9	+900%	+$1.58K	﹤0.01%	403
2016 Q1	$0	Buy	+1	New	+$162	﹤0.01%	464

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 $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

MinichMacGregor Wealth Management's MCK Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of McKesson (MCK) in Q1 2023, closing a stake of 5 shares — an estimated $1.88K sold.

MinichMacGregor Wealth Management first reported a position in MCK in Q1 2016 and held it in 11 quarters. The position peaked at $1.6M in Q1 2020. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 5 McKesson shares in Q1 2023, an estimated $1.88K.
MinichMacGregor Wealth Management first reported a position in McKesson in Q1 2016 and held it in 11 quarters.
MinichMacGregor Wealth Management's McKesson position peaked at $1.6M in Q1 2020.
1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.