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Philadelphia Trust Company’s McKesson MCK Stock Holding History

Philadelphia Trust Company’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 		– Sell
-607
Closed -$216K – 240
2023
Q1 		$216K Hold
607
– – 0.02% 212
2022
Q4 		$228K Hold
607
– – 0.02% 196
2022
Q3 		$206K Buy
+607
New +$211K 0.02% 197

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Philadelphia Trust Company's MCK Position: Q2 2023 in Review

Philadelphia Trust Company sold out of McKesson (MCK) in Q2 2023, closing a stake of 607 shares — an estimated $216K sold.

Philadelphia Trust Company first reported a position in MCK in Q3 2022 and held it in 3 quarters. The position peaked at $228K in Q4 2022. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

  • Philadelphia Trust Company reported no remaining McKesson position as of Q2 2023 after selling out during the quarter.
  • Philadelphia Trust Company sold 607 McKesson shares in Q2 2023, an estimated $216K.
  • Philadelphia Trust Company first reported a position in McKesson in Q3 2022 and held it in 3 quarters.
  • Philadelphia Trust Company's McKesson position peaked at $228K in Q4 2022.
  • 1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on Philadelphia Trust Company's 13F filing for Q2 2023, filed 7 Aug 2023.