New England Professional Planning Group’s McKesson MCK Stock Holding History

New England Professional Planning Group’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	-616	Closed	-$231K	–	42
2022 Q4	$231K	Sell	616 -12	-2%	-$4.48K	0.13%	32
2022 Q3	$213K	Hold	628	–	–	0.15%	31
2022 Q2	$205K	Buy	+628	New	+$201K	0.14%	37
2016 Q2	$217K	Buy	+1,108	New	+$194K	0.24%	40
2016 Q1	–	Sell	-1,108	Closed	-$218K	–	46
2015 Q4	$218K	Buy	1,108 +12	+1%	+$2.27K	0.24%	41
2015 Q3	$201K	Hold	1,096	–	–	0.23%	41
2015 Q2	$246K	Hold	1,096	–	–	0.32%	33
2015 Q1	$248K	Hold	1,096	–	–	0.33%	33
2014 Q4	$241K	Buy	+1,096	New	+$223K	0.36%	32

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 $315B AUM 27.84% 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

New England Professional Planning Group's MCK Position: Q1 2023 in Review

New England Professional Planning Group sold out of McKesson (MCK) in Q1 2023, closing a stake of 616 shares — an estimated $231K sold.

New England Professional Planning Group first reported a position in MCK in Q4 2014 and held it in 9 quarters. The position peaked at $248K in Q1 2015. 1,266 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

New England Professional Planning Group reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
New England Professional Planning Group sold 616 McKesson shares in Q1 2023, an estimated $231K.
New England Professional Planning Group first reported a position in McKesson in Q4 2014 and held it in 9 quarters.
New England Professional Planning Group's McKesson position peaked at $248K in Q1 2015.
1,266 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on New England Professional Planning Group's 13F filing for Q1 2023, filed 20 Apr 2023.