Rational Advisors’s McKesson MCK Stock Holding History

Rational 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
2023 Q1	–	Sell	-2,877	Closed	-$1.08M	–	284
2022 Q4	$1.08M	Sell	2,877 -538	-16%	-$201K	0.09%	71
2022 Q3	$1.16M	Buy	+3,415	New	+$1.19M	0.09%	71
2020 Q4	–	Sell	-702	Closed	-$105K	–	449
2020 Q3	$105K	Buy	702 +674	+2,407%	+$102K	0.05%	152
2020 Q2	$4K	Buy	+28	New	+$4.04K	﹤0.01%	442
2020 Q1	–	Sell	-990	Closed	-$137K	–	380
2019 Q4	$137K	Buy	990 +941	+1,920%	+$133K	0.06%	241
2019 Q3	$7K	Sell	49 -1,493	-97%	-$212K	﹤0.01%	514
2019 Q2	$207K	Buy	1,542 +1,502	+3,755%	+$187K	0.07%	211
2019 Q1	$5K	Buy	+40	New	+$4.94K	﹤0.01%	459
2018 Q3	–	Sell	-8	Closed	-$1K	–	548
2018 Q2	$1K	Buy	+8	New	+$1.17K	﹤0.01%	479
2017 Q4	–	Sell	-1,600	Closed	-$246K	–	338
2017 Q3	$246K	Buy	+1,600	New	+$250K	0.13%	184
2015 Q3	$61K	Hold	330	–	–	0.02%	247
2015 Q2	$74K	Hold	330	–	–	0.02%	236
2015 Q1	$75K	Sell	330 -220	-40%	-$48.8K	0.02%	239
2014 Q4	$114K	Buy	+550	New	+$112K	0.02%	258
2013 Q4	$133K	Sell	821 -54	-6%	-$8.29K	0.01%	555
2013 Q3	$112K	Hold	875	–	–	0.01%	626
2013 Q2	$100K	Buy	+875	New	+$97.4K	0.01%	645

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

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

Rational Advisors's MCK Position: Q1 2023 in Review

Rational Advisors sold out of McKesson (MCK) in Q1 2023, closing a stake of 2,877 shares — an estimated $1.08M sold.

Rational Advisors first reported a position in MCK in Q2 2013 and held it in 17 quarters. The position peaked at $1.16M in Q3 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

Rational Advisors reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
Rational Advisors sold 2,877 McKesson shares in Q1 2023, an estimated $1.08M.
Rational Advisors first reported a position in McKesson in Q2 2013 and held it in 17 quarters.
Rational Advisors's McKesson position peaked at $1.16M in Q3 2022.
1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Rational Advisors's 13F filing for Q1 2023, filed 12 May 2023.