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Sterling Investment Advisors (Pennsylvania)’s McKesson MCK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-250
Closed -$82K – 340
2022
Q2 		$82K Hold
250
– – 0.03% 194
2022
Q1 		$77K Hold
250
– – 0.02% 219
2021
Q4 		$62K Hold
250
– – 0.02% 234
2021
Q3 		$50K Hold
250
– – 0.01% 246
2021
Q2 		$48K Hold
250
– – 0.01% 259
2021
Q1 		$49K Hold
250
– – 0.02% 240
2020
Q4 		$43K Buy
+250
New +$41.6K 0.01% 233

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MCK Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of McKesson (MCK) in Q3 2022, closing a stake of 250 shares — an estimated $82K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MCK in Q4 2020 and held it in 7 quarters. The position peaked at $82K in Q2 2022. 1,196 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining McKesson position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 250 McKesson shares in Q3 2022, an estimated $82K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in McKesson in Q4 2020 and held it in 7 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s McKesson position peaked at $82K in Q2 2022.
  • 1,196 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.