Steward Financial Group’s McKesson MCK Stock Holding History

Steward Financial 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
2023 Q3	$17K	Buy	41 +6	+17%	+$2.53K	0.01%	271
2023 Q2	$14K	Sell	35 -13	-27%	-$5K	﹤0.01%	301
2023 Q1	$17K	Buy	48 +18	+60%	+$6.5K	0.01%	146
2022 Q4	$11K	Buy	+30	New	+$11.2K	0.01%	140
2022 Q3	–	Sell	-33	Closed	-$10K	–	805
2022 Q2	$10K	Buy	+33	New	+$10.6K	0.01%	241

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Steward Financial Group's MCK Position: Q3 2023 in Review

Steward Financial Group increased its McKesson (MCK) stake by 17% in Q3 2023, buying an estimated $2.53K and bringing the position to 41 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #271.

Steward Financial Group first reported a position in MCK in Q2 2022 and has held it in 5 quarters since. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

Steward Financial Group held 41 shares of McKesson worth $17K as of Q3 2023.
Steward Financial Group bought 6 McKesson shares in Q3 2023, an estimated $2.53K.
McKesson made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #271 holding.
Steward Financial Group first reported a position in McKesson in Q2 2022 and has held it in 5 quarters since.
1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.