Valley Wealth Managers’s McKesson MCK Stock Holding History

Valley Wealth Managers’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	–	Sell	-22	Closed	-$9.4K	–	382
2023 Q2	$9.4K	Hold	22	–	–	﹤0.01%	272
2023 Q1	$7.83K	Hold	22	–	–	﹤0.01%	294
2022 Q4	$8.25K	Hold	22	–	–	﹤0.01%	306
2022 Q3	$7K	Hold	22	–	–	﹤0.01%	337
2022 Q2	$7K	Buy	+22	New	+$7.04K	﹤0.01%	349
2019 Q2	–	Sell	-4,836	Closed	-$566K	–	203
2019 Q1	$566K	Buy	+4,836	New	+$597K	0.06%	144

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

Valley Wealth Managers's MCK Position: Q3 2023 in Review

Valley Wealth Managers sold out of McKesson (MCK) in Q3 2023, closing a stake of 22 shares — an estimated $9.4K sold.

Valley Wealth Managers first reported a position in MCK in Q1 2019 and held it in 6 quarters. The position peaked at $566K in Q1 2019. 1,347 funds tracked by Wall St. Rank hold MCK as of Q3 2023.

Valley Wealth Managers reported no remaining McKesson position as of Q3 2023 after selling out during the quarter.
Valley Wealth Managers sold 22 McKesson shares in Q3 2023, an estimated $9.4K.
Valley Wealth Managers first reported a position in McKesson in Q1 2019 and held it in 6 quarters.
Valley Wealth Managers's McKesson position peaked at $566K in Q1 2019.
1,347 funds tracked by Wall St. Rank held McKesson as of Q3 2023.

Based on Valley Wealth Managers's 13F filing for Q3 2023, filed 9 Nov 2023.