Opes Wealth Management’s McKesson MCK Stock Holding History

Opes Wealth 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
2022 Q2	–	Sell	-2,254	Closed	-$431K	–	99
2022 Q1	$431K	Hold	2,254	–	–	0.14%	72
2021 Q4	$431K	Buy	+2,254	New	+$495K	0.13%	77

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Opes Wealth Management's MCK Position: Q2 2022 in Review

Opes Wealth Management sold out of McKesson (MCK) in Q2 2022, closing a stake of 2,254 shares — an estimated $431K sold.

Opes Wealth Management first reported a position in MCK in Q4 2021 and held it in 2 quarters. The position peaked at $431K in Q1 2022. 1,167 funds tracked by Wall St. Rank hold MCK as of Q2 2022.

Opes Wealth Management reported no remaining McKesson position as of Q2 2022 after selling out during the quarter.
Opes Wealth Management sold 2,254 McKesson shares in Q2 2022, an estimated $431K.
Opes Wealth Management first reported a position in McKesson in Q4 2021 and held it in 2 quarters.
Opes Wealth Management's McKesson position peaked at $431K in Q1 2022.
1,167 funds tracked by Wall St. Rank held McKesson as of Q2 2022.

Based on Opes Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.