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Stewardship Financial Advisors’s McKesson MCK Stock Holding History

Stewardship Financial Advisors’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 		$226K Hold
1,159
– – 0.08% 56
2020
Q4 		$202K Buy
+1,159
New +$193K 0.07% 61

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

Stewardship Financial Advisors's MCK Position: Q1 2021 in Review

Stewardship Financial Advisors held its McKesson (MCK) position steady in Q1 2021 at 1,159 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #56.

Stewardship Financial Advisors first reported a position in MCK in Q4 2020 and has held it in 2 quarters since. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

  • Stewardship Financial Advisors held 1,159 shares of McKesson worth $226K as of Q1 2021.
  • Stewardship Financial Advisors left its McKesson share count unchanged in Q1 2021.
  • McKesson made up 0.08% of Stewardship Financial Advisors's portfolio in Q1 2021, its #56 holding.
  • Stewardship Financial Advisors first reported a position in McKesson in Q4 2020 and has held it in 2 quarters since.
  • 970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.