PFS Investments’s McKesson MCK Stock Holding History

PFS Investments’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 Q2	$521K	Buy	1,219 +411	+51%	+$158K	0.01%	397
2023 Q1	$299K	Buy	+808	New	+$292K	0.01%	436

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PFS Investments's MCK Position: Q2 2023 in Review

PFS Investments increased its McKesson (MCK) stake by 51% in Q2 2023, buying an estimated $158K and bringing the position to 1,219 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #397.

PFS Investments first reported a position in MCK in Q1 2023 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

PFS Investments held 1,219 shares of McKesson worth $521K as of Q2 2023.
PFS Investments bought 411 McKesson shares in Q2 2023, an estimated $158K.
McKesson made up 0.01% of PFS Investments's portfolio in Q2 2023, its #397 holding.
PFS Investments first reported a position in McKesson in Q1 2023 and has held it in 2 quarters since.
1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.