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Minot Wealth Management’s McKesson MCK Stock Holding History

Minot 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
2022
Q2 		$2.82M Buy
8,651
+4,165
+93% +$1.33M 0.73% 44
2022
Q1 		$1.37M Buy
+4,486
New +$1.22M 0.3% 67

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Minot Wealth Management's MCK Position: Q2 2022 in Review

Minot Wealth Management increased its McKesson (MCK) stake by 93% in Q2 2022, buying an estimated $1.33M and bringing the position to 8,651 shares worth $2.82M. The position accounts for 0.73% of the portfolio, ranked #44.

Minot Wealth Management first reported a position in MCK in Q1 2022 and has held it in 2 quarters since. 1,165 funds tracked by Wall St. Rank hold MCK as of Q2 2022.

  • Minot Wealth Management held 8,651 shares of McKesson worth $2.82M as of Q2 2022.
  • Minot Wealth Management bought 4,165 McKesson shares in Q2 2022, an estimated $1.33M.
  • McKesson made up 0.73% of Minot Wealth Management's portfolio in Q2 2022, its #44 holding.
  • Minot Wealth Management first reported a position in McKesson in Q1 2022 and has held it in 2 quarters since.
  • 1,165 funds tracked by Wall St. Rank held McKesson as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.