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Schubert & Co’s McKesson MCK Stock Holding History

Schubert & Co’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
-24
Closed -$8.55K – 901
2023
Q1 		$8.55K Sell
24
-3
-11% -$1.08K 0.01% 252
2022
Q4 		$10.1K Sell
27
-2
-7% -$746 0.01% 221
2022
Q3 		$10K Buy
29
+1
+4% +$347 0.01% 196
2022
Q2 		$9K Buy
28
+13
+87% +$4.16K 0.01% 194
2022
Q1 		$5K Buy
15
+2
+15% +$544 0.01% 167
2021
Q4 		$3K Buy
+13
New +$2.85K ﹤0.01% 237

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

Schubert & Co's MCK Position: Q2 2023 in Review

Schubert & Co sold out of McKesson (MCK) in Q2 2023, closing a stake of 24 shares — an estimated $8.55K sold.

Schubert & Co first reported a position in MCK in Q4 2021 and held it in 6 quarters. The position peaked at $10.1K in Q4 2022. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

  • Schubert & Co reported no remaining McKesson position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 24 McKesson shares in Q2 2023, an estimated $8.55K.
  • Schubert & Co first reported a position in McKesson in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's McKesson position peaked at $10.1K in Q4 2022.
  • 1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.