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Next Financial Group’s McKesson MCK Stock Holding History

Next Financial 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
2021
Q4 		$103K Sell
416
-1
-0.2% -$220 0.01% 1144
2021
Q3 		$83K Sell
417
-92
-18% -$18.4K 0.01% 1198
2021
Q2 		$97K Sell
509
-75
-13% -$14.5K 0.01% 1132
2021
Q1 		$114K Sell
584
-475
-45% -$86.7K 0.01% 977
2020
Q4 		$184K Buy
1,059
+659
+165% +$110K 0.02% 744
2020
Q3 		$60K Buy
+400
New +$60.7K 0.01% 1043
2020
Q2 		– Sell
-400
Closed -$54K – 1351
2020
Q1 		$54K Sell
400
-11
-3% -$1.61K 0.01% 972
2019
Q4 		$57K Sell
411
-509
-55% -$71.9K 0.01% 1140
2019
Q3 		$126K Sell
920
-418
-31% -$59.3K 0.01% 833
2019
Q2 		$180K Hold
1,338
– – 0.02% 701
2019
Q1 		$157K Sell
1,338
-118
-8% -$14.6K 0.04% 428
2018
Q4 		$161K Sell
1,456
-522
-26% -$65.1K 0.03% 448
2018
Q3 		$262K Sell
1,978
-98
-5% -$12.8K 0.12% 167
2018
Q2 		$277K Sell
2,076
-140
-6% -$20.5K 0.11% 214
2018
Q1 		$312K Sell
2,216
-19
-0.9% -$2.96K 0.07% 281
2017
Q4 		$349K Sell
2,235
-1,424
-39% -$211K 0.15% 175
2017
Q3 		$539K Sell
3,659
-216
-6% -$33.7K 0.15% 150
2017
Q2 		$638K Buy
3,875
+658
+20% +$99.8K 0.16% 150
2017
Q1 		$445K Buy
3,217
+1,400
+77% +$205K 0.12% 184
2016
Q4 		$255K Buy
1,817
+753
+71% +$111K 0.04% 402
2016
Q3 		$177K Buy
1,064
+310
+41% +$57.8K 0.03% 500
2016
Q2 		$140K Hold
754
– – 0.04% 376
2016
Q1 		$118K Buy
754
+324
+75% +$52.4K 0.04% 383
2015
Q4 		$84K Sell
430
-40
-9% -$7.55K 0.03% 470
2015
Q3 		$86K Sell
470
-332
-41% -$70.4K 0.03% 471
2015
Q2 		$180K Sell
802
-2
-0.2% -$462 0.06% 327
2015
Q1 		$181K Buy
804
+387
+93% +$85.8K 0.06% 335
2014
Q4 		$87K Buy
417
+40
+11% +$8.13K 0.03% 503
2014
Q3 		$73K Buy
+377
New +$72.6K 0.01% 772

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Next Financial Group's MCK Position: Q4 2021 in Review

Next Financial Group reduced its McKesson (MCK) stake by 0.24% in Q4 2021, selling an estimated $220 and leaving 416 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #1144.

Next Financial Group first reported a position in MCK in Q3 2014 and has held it in 29 quarters since. The position peaked at $638K in Q2 2017. 1,098 funds tracked by Wall St. Rank hold MCK as of Q4 2021.

  • Next Financial Group held 416 shares of McKesson worth $103K as of Q4 2021.
  • Next Financial Group sold 1 McKesson share in Q4 2021, an estimated $220.
  • McKesson made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1144 holding.
  • Next Financial Group first reported a position in McKesson in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's McKesson position peaked at $638K in Q2 2017.
  • 1,098 funds tracked by Wall St. Rank held McKesson as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.