Trek Financial’s McKesson MCK Stock Holding History

Trek Financial’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
2020 Q4	–	Sell	-4,571	Closed	-$681K	–	226
2020 Q3	$681K	Buy	4,571 +988	+28%	+$150K	0.1%	68
2020 Q2	$550K	Buy	+3,583	New	+$517K	0.09%	75

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Trek Financial's MCK Position: Q4 2020 in Review

Trek Financial sold out of McKesson (MCK) in Q4 2020, closing a stake of 4,571 shares — an estimated $681K sold.

Trek Financial first reported a position in MCK in Q2 2020 and held it in 2 quarters. The position peaked at $681K in Q3 2020. 961 funds tracked by Wall St. Rank hold MCK as of Q4 2020.

Trek Financial reported no remaining McKesson position as of Q4 2020 after selling out during the quarter.
Trek Financial sold 4,571 McKesson shares in Q4 2020, an estimated $681K.
Trek Financial first reported a position in McKesson in Q2 2020 and held it in 2 quarters.
Trek Financial's McKesson position peaked at $681K in Q3 2020.
961 funds tracked by Wall St. Rank held McKesson as of Q4 2020.

Based on Trek Financial's 13F filing for Q4 2020, filed 16 Feb 2021.