Van Den Berg Management I’s McKesson MCK Stock Holding History

Van Den Berg Management I’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 Q2	–	Sell	-30,456	Closed	-$9.32M	–	92
2022 Q1	$9.32M	Sell	30,456 -10,498	-26%	-$2.85M	2.1%	18
2021 Q4	$10.2M	Buy	40,954 +5,810	+17%	+$1.28M	1.85%	22
2021 Q3	$7.01M	Sell	35,144 -6	-0%	-$1.2K	1.37%	29
2021 Q2	$6.72M	Sell	35,150 -498	-1%	-$96.2K	1.32%	29
2021 Q1	$6.95M	Sell	35,648 -107	-0.3%	-$19.5K	1.52%	27
2020 Q4	$6.22M	Buy	35,755 +4,389	+14%	+$731K	1.56%	30
2020 Q3	$4.67M	Buy	+31,366	New	+$4.76M	1.68%	24
2020 Q2	–	Sell	-88,165	Closed	-$11.9M	–	55
2020 Q1	$11.9M	Sell	88,165 -3,062	-3%	-$449K	3.21%	13
2019 Q4	$12.6M	Sell	91,227 -3,503	-4%	-$495K	2.12%	17
2019 Q3	$12.9M	Sell	94,730 -2,949	-3%	-$418K	2.24%	16
2019 Q2	$13.1M	Sell	97,679 -1,610	-2%	-$201K	1.96%	17
2019 Q1	$11.6M	Sell	99,289 -2,292	-2%	-$283K	1.6%	23
2018 Q4	$11.2M	Sell	101,581 -3,431	-3%	-$428K	1.66%	22
2018 Q3	$13.9M	Buy	105,012 +1,055	+1%	+$138K	1.48%	22
2018 Q2	$13.9M	Sell	103,957 -904	-0.9%	-$132K	1.47%	23
2018 Q1	$14.8M	Sell	104,861 -9,223	-8%	-$1.44M	1.78%	20
2017 Q4	$17.8M	Buy	114,084 +11,739	+11%	+$1.74M	2%	19
2017 Q3	$15.7M	Sell	102,345 -2,806	-3%	-$438K	1.77%	22
2017 Q2	$17.3M	Buy	105,151 +7,773	+8%	+$1.18M	2.13%	17
2017 Q1	$14.4M	Buy	97,378 +14,420	+17%	+$2.11M	1.64%	25
2016 Q4	$11.7M	Sell	82,958 -1,832	-2%	-$269K	1.38%	27
2016 Q3	$14.1M	Sell	84,790 -1,192	-1%	-$222K	1.74%	20
2016 Q2	$16M	Sell	85,982 -1,582	-2%	-$278K	2.06%	17
2016 Q1	$13.8M	Buy	+87,564	New	+$14.1M	1.81%	23

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

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

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

Van Den Berg Management I's MCK Position: Q2 2022 in Review

Van Den Berg Management I sold out of McKesson (MCK) in Q2 2022, closing a stake of 30,456 shares — an estimated $9.32M sold.

Van Den Berg Management I first reported a position in MCK in Q1 2016 and held it in 24 quarters. The position peaked at $17.8M in Q4 2017. 1,167 funds tracked by Wall St. Rank hold MCK as of Q2 2022.

Van Den Berg Management I reported no remaining McKesson position as of Q2 2022 after selling out during the quarter.
Van Den Berg Management I sold 30,456 McKesson shares in Q2 2022, an estimated $9.32M.
Van Den Berg Management I first reported a position in McKesson in Q1 2016 and held it in 24 quarters.
Van Den Berg Management I's McKesson position peaked at $17.8M in Q4 2017.
1,167 funds tracked by Wall St. Rank held McKesson as of Q2 2022.

Based on Van Den Berg Management I's 13F filing for Q2 2022, filed 15 Aug 2022.