My Personal CFO LLC’s McKesson MCK Stock Holding History

My Personal CFO LLC’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	-22	Closed	-$8.25K	–	515
2022 Q4	$8.25K	Buy	+22	New	+$8.21K	0.01%	292

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

My Personal CFO LLC's MCK Position: Q1 2023 in Review

My Personal CFO LLC sold out of McKesson (MCK) in Q1 2023, closing a stake of 22 shares — an estimated $8.25K sold.

My Personal CFO LLC first reported a position in MCK in Q4 2022 and held it in 1 quarter. The position peaked at $8.25K in Q4 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

My Personal CFO LLC reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 22 McKesson shares in Q1 2023, an estimated $8.25K.
My Personal CFO LLC first reported a position in McKesson in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's McKesson position peaked at $8.25K in Q4 2022.
1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.