Nelson Capital Management’s McKesson MCK Stock Holding History

Nelson 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
2019 Q4	–	Sell	-203	Closed	-$28K	–	212
2019 Q3	$28K	Hold	203	–	–	0.01%	188
2019 Q2	$27K	Hold	203	–	–	0.01%	182
2019 Q1	$24K	Buy	+203	New	+$25.1K	0.01%	178
2015 Q4	–	Sell	-145	Closed	-$27K	–	265
2015 Q3	$27K	Hold	145	–	–	0.01%	143
2015 Q2	$33K	Hold	145	–	–	0.01%	146
2015 Q1	$33K	Buy	+145	New	+$32.2K	0.01%	146

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Nelson Capital Management's MCK Position: Q4 2019 in Review

Nelson Capital Management sold out of McKesson (MCK) in Q4 2019, closing a stake of 203 shares — an estimated $28K sold.

Nelson Capital Management first reported a position in MCK in Q1 2015 and held it in 6 quarters. The position peaked at $33K in Q2 2015. 863 funds tracked by Wall St. Rank hold MCK as of Q4 2019.

Nelson Capital Management reported no remaining McKesson position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 203 McKesson shares in Q4 2019, an estimated $28K.
Nelson Capital Management first reported a position in McKesson in Q1 2015 and held it in 6 quarters.
Nelson Capital Management's McKesson position peaked at $33K in Q2 2015.
863 funds tracked by Wall St. Rank held McKesson as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.