Prosperity Planning’s McKesson MCK Stock Holding History

Prosperity Planning’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	-150	Closed	-$46K	–	97
2022 Q1	$46K	Buy	+150	New	+$40.8K	0.02%	93

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

Prosperity Planning's MCK Position: Q2 2022 in Review

Prosperity Planning sold out of McKesson (MCK) in Q2 2022, closing a stake of 150 shares — an estimated $46K sold.

Prosperity Planning first reported a position in MCK in Q1 2022 and held it in 1 quarter. The position peaked at $46K in Q1 2022. 1,167 funds tracked by Wall St. Rank hold MCK as of Q2 2022.

Prosperity Planning reported no remaining McKesson position as of Q2 2022 after selling out during the quarter.
Prosperity Planning sold 150 McKesson shares in Q2 2022, an estimated $46K.
Prosperity Planning first reported a position in McKesson in Q1 2022 and held it in 1 quarter.
Prosperity Planning's McKesson position peaked at $46K in Q1 2022.
1,167 funds tracked by Wall St. Rank held McKesson as of Q2 2022.

Based on Prosperity Planning's 13F filing for Q2 2022, filed 11 Jul 2022.