Surevest’s McKesson MCK Stock Holding History

Surevest’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	$78K	Hold	229	–	–	0.02%	171
2022 Q2	$75K	Hold	229	–	–	0.02%	182
2022 Q1	$70K	Hold	229	–	–	0.02%	168
2021 Q4	$57K	Buy	+229	New	+$50.3K	0.01%	181

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

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

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

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

Surevest's MCK Position: Q3 2022 in Review

Surevest held its McKesson (MCK) position steady in Q3 2022 at 229 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #171.

Surevest first reported a position in MCK in Q4 2021 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold MCK as of Q3 2022.

Surevest held 229 shares of McKesson worth $78K as of Q3 2022.
Surevest left its McKesson share count unchanged in Q3 2022.
McKesson made up 0.02% of Surevest's portfolio in Q3 2022, its #171 holding.
Surevest first reported a position in McKesson in Q4 2021 and has held it in 4 quarters since.
1,195 funds tracked by Wall St. Rank held McKesson as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.