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Oliver Luxxe Assets’s McKesson MCK Stock Holding History

Oliver Luxxe Assets’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
Q4 		– Sell
-10,348
Closed -$3.52M – 177
2022
Q3 		$3.52M Sell
10,348
-5,347
-34% -$1.86M 1.1% 33
2022
Q2 		$5.12M Sell
15,695
-219
-1% -$70.1K 1.51% 10
2022
Q1 		$4.87M Buy
+15,914
New +$4.33M 1.23% 17
2018
Q3 		– Sell
-20,329
Closed -$2.86M – 120
2018
Q2 		$2.86M Hold
20,329
– – 1.82% 25
2018
Q1 		$2.86M Buy
+20,329
New +$3.17M 1.77% 25
2016
Q2 		– Sell
-1,963
Closed -$309K – 84
2016
Q1 		$309K Buy
1,963
+87
+5% +$14.1K 0.32% 64
2015
Q4 		$299K Buy
+1,876
New +$354K 0.27% 86

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Oliver Luxxe Assets's MCK Position: Q4 2022 in Review

Oliver Luxxe Assets sold out of McKesson (MCK) in Q4 2022, closing a stake of 10,348 shares — an estimated $3.52M sold.

Oliver Luxxe Assets first reported a position in MCK in Q4 2015 and held it in 7 quarters. The position peaked at $5.12M in Q2 2022. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • Oliver Luxxe Assets reported no remaining McKesson position as of Q4 2022 after selling out during the quarter.
  • Oliver Luxxe Assets sold 10,348 McKesson shares in Q4 2022, an estimated $3.52M.
  • Oliver Luxxe Assets first reported a position in McKesson in Q4 2015 and held it in 7 quarters.
  • Oliver Luxxe Assets's McKesson position peaked at $5.12M in Q2 2022.
  • 1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on Oliver Luxxe Assets's 13F filing for Q4 2022, filed 30 Jan 2023.