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Personal Capital Advisors’s McKesson MCK Stock Holding History

Personal Capital Advisors’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 		$590K Sell
1,574
-39
-2% -$14.5K ﹤0.01% 280
2022
Q3 		$548K Buy
+1,613
New +$560K ﹤0.01% 277
2018
Q4 		– Sell
-1,635
Closed -$217K – 318
2018
Q3 		$217K Buy
+1,635
New +$213K ﹤0.01% 285
2017
Q2 		– Sell
-4,293
Closed -$650K – 228
2017
Q1 		$650K Sell
4,293
-103,838
-96% -$15.2M 0.02% 155
2016
Q4 		$15.2M Sell
108,131
-2,786
-3% -$410K 0.45% 73
2016
Q3 		$18.2M Buy
110,917
+15,570
+16% +$2.9M 0.61% 59
2016
Q2 		$17.8M Buy
95,347
+12,487
+15% +$2.19M 0.68% 44
2016
Q1 		$13M Buy
82,860
+21,224
+34% +$3.43M 0.6% 59
2015
Q4 		$12.2M Buy
61,636
+3,385
+6% +$639K 0.67% 52
2015
Q3 		$10.8M Buy
58,251
+7,352
+14% +$1.56M 0.71% 52
2015
Q2 		$11.5M Buy
50,899
+2,269
+5% +$525K 0.8% 30
2015
Q1 		$11M Buy
48,630
+6,639
+16% +$1.47M 0.89% 23
2014
Q4 		$8.72M Buy
41,991
+6,444
+18% +$1.31M 0.89% 19
2014
Q3 		$6.92M Buy
35,547
+6,215
+21% +$1.2M 0.89% 19
2014
Q2 		$5.46M Buy
29,332
+5,353
+22% +$952K 0.9% 21
2014
Q1 		$4.23M Buy
23,979
+5,197
+28% +$908K 0.95% 17
2013
Q4 		$3.03M Buy
+18,782
New +$2.88M 0.96% 21

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Personal Capital Advisors's MCK Position: Q4 2022 in Review

Personal Capital Advisors reduced its McKesson (MCK) stake by 2.4% in Q4 2022, selling an estimated $14.5K and leaving 1,574 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Personal Capital Advisors first reported a position in MCK in Q4 2013 and has held it in 17 quarters since. The position peaked at $18.2M in Q3 2016. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • Personal Capital Advisors held 1,574 shares of McKesson worth $590K as of Q4 2022.
  • Personal Capital Advisors sold 39 McKesson shares in Q4 2022, an estimated $14.5K.
  • McKesson made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #280 holding.
  • Personal Capital Advisors first reported a position in McKesson in Q4 2013 and has held it in 17 quarters since.
  • Personal Capital Advisors's McKesson position peaked at $18.2M in Q3 2016.
  • 1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.