Reilly Financial Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $30K | Buy |
+121
| New | +$26.6K | ﹤0.01% | 496 |
|
|
2021
Q3 | – | Sell |
-67
| Closed | -$13K | – | 999 |
|
|
2021
Q2 | $13K | Hold |
67
| – | – | ﹤0.01% | 646 |
|
|
2021
Q1 | $13K | Hold |
67
| – | – | ﹤0.01% | 639 |
|
|
2020
Q4 | $12K | Hold |
67
| – | – | ﹤0.01% | 595 |
|
|
2020
Q3 | $10K | Hold |
67
| – | – | ﹤0.01% | 569 |
|
|
2020
Q2 | $10K | Sell |
67
-133
| -67% | -$19.2K | ﹤0.01% | 582 |
|
|
2020
Q1 | $27K | Buy |
200
+133
| +199% | +$19.5K | ﹤0.01% | 387 |
|
|
2019
Q4 | $9K | Hold |
67
| – | – | ﹤0.01% | 649 |
|
|
2019
Q3 | $9K | Sell |
67
-81
| -55% | -$11.5K | ﹤0.01% | 649 |
|
|
2019
Q2 | $20K | Sell |
148
-375
| -72% | -$46.8K | ﹤0.01% | 535 |
|
|
2019
Q1 | $61K | Hold |
523
| – | – | 0.01% | 316 |
|
|
2018
Q4 | $58K | Sell |
523
-375
| -42% | -$46.8K | 0.01% | 303 |
|
|
2018
Q3 | $119K | Buy |
898
+750
| +507% | +$97.8K | 0.02% | 223 |
|
|
2018
Q2 | $20K | Hold |
148
| – | – | ﹤0.01% | 502 |
|
|
2018
Q1 | $21K | Sell |
148
-50
| -25% | -$7.79K | ﹤0.01% | 485 |
|
|
2017
Q4 | $31K | Hold |
198
| – | – | ﹤0.01% | 405 |
|
|
2017
Q3 | $30K | Hold |
198
| – | – | ﹤0.01% | 395 |
|
|
2017
Q2 | $33K | Hold |
198
| – | – | 0.01% | 382 |
|
|
2017
Q1 | $29K | Buy |
198
+117
| +144% | +$17.1K | ﹤0.01% | 404 |
|
|
2016
Q4 | $11K | Hold |
81
| – | – | ﹤0.01% | 544 |
|
|
2016
Q3 | $14K | Hold |
81
| – | – | ﹤0.01% | 463 |
|
|
2016
Q2 | $15K | Hold |
81
| – | – | ﹤0.01% | 428 |
|
|
2016
Q1 | $13K | Sell |
81
-5
| -6% | -$808 | ﹤0.01% | 693 |
|
|
2015
Q4 | $17K | Hold |
86
| – | – | ﹤0.01% | 652 |
|
|
2015
Q3 | $16K | Buy |
86
+5
| +6% | +$1.06K | ﹤0.01% | 664 |
|
|
2015
Q2 | $18K | Hold |
81
| – | – | ﹤0.01% | 704 |
|
|
2015
Q1 | $18K | Hold |
81
| – | – | ﹤0.01% | 693 |
|
|
2014
Q4 | $17K | Hold |
81
| – | – | ﹤0.01% | 424 |
|
|
2014
Q3 | $16K | Hold |
81
| – | – | ﹤0.01% | 433 |
|
|
2014
Q2 | $15K | Hold |
81
| – | – | ﹤0.01% | 469 |
|
|
2014
Q1 | $14K | Hold |
81
| – | – | ﹤0.01% | 494 |
|
|
2013
Q4 | $13K | Hold |
81
| – | – | ﹤0.01% | 479 |
|
|
2013
Q3 | $11K | Sell |
81
-100
| -55% | -$12.3K | ﹤0.01% | 455 |
|
|
2013
Q2 | $21K | Buy |
+181
| New | +$20.1K | 0.01% | 342 |
|
Other funds holding MCK
Reilly Financial Advisors's MCK Position: Q4 2021 in Review
Reilly Financial Advisors opened a new position in McKesson (MCK) in Q4 2021: 121 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in MCK as recently as Q2 2021.
Reilly Financial Advisors first reported a position in MCK in Q2 2013 and has held it in 34 quarters since. The position peaked at $119K in Q3 2018. 1,099 funds tracked by Wall St. Rank hold MCK as of Q4 2021.
- Reilly Financial Advisors held 121 shares of McKesson worth $30K as of Q4 2021.
- McKesson was a new Reilly Financial Advisors position in Q4 2021.
- McKesson made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #496 holding.
- Reilly Financial Advisors first reported a position in McKesson in Q2 2013 and has held it in 34 quarters since.
- Reilly Financial Advisors's McKesson position peaked at $119K in Q3 2018.
- 1,099 funds tracked by Wall St. Rank held McKesson as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.