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Rikoon Group’s McKesson MCK Stock Holding History

Rikoon Group’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
2021
Q1 		$768K Hold
3,927
– – 0.2% 113
2020
Q4 		$685K Hold
3,927
– – 0.19% 115
2020
Q3 		$586K Hold
3,927
– – 0.18% 113
2020
Q2 		$604K Buy
3,927
+1,541
+65% +$223K 0.2% 104
2020
Q1 		$324K Sell
2,386
-761
-24% -$111K 0.13% 134
2019
Q4 		$436K Buy
3,147
+253
+9% +$35.8K 0.15% 135
2019
Q3 		$397K Buy
2,894
+866
+43% +$123K 0.15% 138
2019
Q2 		$273K Hold
2,028
– – 0.1% 172
2019
Q1 		$238K Buy
+2,028
New +$250K 0.09% 183
2018
Q4 		– Sell
-2,136
Closed -$283K – 201
2018
Q3 		$283K Sell
2,136
-100
-4% -$13K 0.1% 174
2018
Q2 		$299K Hold
2,236
– – 0.11% 159
2018
Q1 		$312K Hold
2,236
– – 0.13% 154
2017
Q4 		$350K Sell
2,236
-500
-18% -$74.1K 0.14% 130
2017
Q3 		$421K Sell
2,736
-200
-7% -$31.2K 0.18% 115
2017
Q2 		$483K Sell
2,936
-6
-0.2% -$910 0.21% 107
2017
Q1 		$407K Sell
2,942
-1,725
-37% -$253K 0.18% 114
2016
Q4 		$651K Buy
4,667
+209
+5% +$30.7K 0.29% 94
2016
Q3 		$743K Buy
+4,458
New +$831K 0.59% 54

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Rikoon Group's MCK Position: Q1 2021 in Review

Rikoon Group held its McKesson (MCK) position steady in Q1 2021 at 3,927 shares worth $768K. The position accounts for 0.2% of the portfolio, ranked #113.

Rikoon Group first reported a position in MCK in Q3 2016 and has held it in 18 quarters since. 971 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

  • Rikoon Group held 3,927 shares of McKesson worth $768K as of Q1 2021.
  • Rikoon Group left its McKesson share count unchanged in Q1 2021.
  • McKesson made up 0.2% of Rikoon Group's portfolio in Q1 2021, its #113 holding.
  • Rikoon Group first reported a position in McKesson in Q3 2016 and has held it in 18 quarters since.
  • 971 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.