Sutton Wealth Advisors’s McKesson MCK Stock Holding History

Sutton Wealth 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
2023 Q3	$31.7K	Sell	73 -7	-9%	-$2.95K	0.02%	287
2023 Q2	$34.2K	Sell	80 -8	-9%	-$3.08K	0.02%	275
2023 Q1	$31.3K	Sell	88 -745	-89%	-$269K	0.02%	253
2022 Q4	$312K	Sell	833 -1	-0.1%	-$373	0.12%	131
2022 Q3	$283K	Hold	834	–	–	0.12%	133
2022 Q2	$272K	Hold	834	–	–	0.11%	132
2022 Q1	$255K	Buy	834 +4	+0.5%	+$1.09K	0.09%	154
2021 Q4	$206K	Hold	830	–	–	0.07%	176
2021 Q3	$165K	Buy	830 +1	+0.1%	+$200	0.06%	192
2021 Q2	$159K	Hold	829	–	–	0.06%	202
2021 Q1	$162K	Buy	829 +2	+0.2%	+$365	0.06%	191
2020 Q4	$144K	Buy	827 +5	+0.6%	+$833	0.06%	193
2020 Q3	$122K	Sell	822 -4	-0.5%	-$607	0.06%	194
2020 Q2	$127K	Buy	826 +17	+2%	+$2.46K	0.07%	189
2020 Q1	$109K	Buy	809 +3	+0.4%	+$439	0.07%	182
2019 Q4	$111K	Hold	806	–	–	0.06%	206
2019 Q3	$110K	Hold	806	–	–	0.06%	196
2019 Q2	$108K	Buy	806 +7	+0.9%	+$873	0.06%	200
2019 Q1	$93.5K	Hold	799	–	–	0.05%	216
2018 Q4	$88.3K	Sell	799 -9	-1%	-$1.12K	0.06%	206
2018 Q3	$107K	Sell	808 -4	-0.5%	-$522	0.07%	192
2018 Q2	$108K	Sell	812 -5	-0.6%	-$731	0.08%	188
2018 Q1	$115K	Hold	817	–	–	0.08%	184
2017 Q4	$127K	Hold	817	–	–	0.09%	174
2017 Q3	$125K	Hold	817	–	–	0.1%	173
2017 Q2	$134K	Buy	817 +9	+1%	+$1.36K	0.11%	163
2017 Q1	$120K	Hold	808	–	–	0.1%	171
2016 Q4	$113K	Buy	808 +6	+0.7%	+$883	0.1%	172
2016 Q3	$134K	Hold	802	–	–	0.12%	139
2016 Q2	$150K	Buy	802 +3	+0.4%	+$526	0.14%	125
2016 Q1	$126K	Buy	+799	New	+$129K	0.12%	152

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

Sutton Wealth Advisors's MCK Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its McKesson (MCK) stake by 8.8% in Q3 2023, selling an estimated $2.95K and leaving 73 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #287.

Sutton Wealth Advisors first reported a position in MCK in Q1 2016 and has held it in 31 quarters since. The position peaked at $312K in Q4 2022. 1,348 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

Sutton Wealth Advisors held 73 shares of McKesson worth $31.7K as of Q3 2023.
Sutton Wealth Advisors sold 7 McKesson shares in Q3 2023, an estimated $2.95K.
McKesson made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #287 holding.
Sutton Wealth Advisors first reported a position in McKesson in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's McKesson position peaked at $312K in Q4 2022.
1,348 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.