Standard Family Office’s McKesson MCK Stock Holding History

Standard Family Office’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 Q4	–	Sell	-15	Closed	-$5K	–	265
2022 Q3	$5K	Hold	15	–	–	﹤0.01%	308
2022 Q2	$5K	Buy	+15	New	+$4.8K	0.05%	123
2022 Q1	–	Sell	-183	Closed	-$45K	–	170
2021 Q4	$45K	Buy	+183	New	+$40.2K	0.4%	56
2021 Q3	–	Sell	-11	Closed	-$2K	–	340
2021 Q2	$2K	Hold	11	–	–	﹤0.01%	401
2021 Q1	$2K	Hold	11	–	–	﹤0.01%	447
2020 Q4	$2K	Buy	+11	New	+$1.83K	﹤0.01%	452

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Standard Family Office's MCK Position: Q4 2022 in Review

Standard Family Office sold out of McKesson (MCK) in Q4 2022, closing a stake of 15 shares — an estimated $5K sold.

Standard Family Office first reported a position in MCK in Q4 2020 and held it in 6 quarters. The position peaked at $45K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

Standard Family Office reported no remaining McKesson position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 15 McKesson shares in Q4 2022, an estimated $5K.
Standard Family Office first reported a position in McKesson in Q4 2020 and held it in 6 quarters.
Standard Family Office's McKesson position peaked at $45K in Q4 2021.
1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.