Waddell & Reed Financial’s McKesson MCK Stock Holding History

Waddell & Reed 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
2021 Q1	$47.8M	Sell	245,067 -12,442	-5%	-$2.27M	0.1%	240
2020 Q4	$44.8M	Sell	257,509 -16,000	-6%	-$2.66M	0.09%	243
2020 Q3	$40.7M	Sell	273,509 -13,098	-5%	-$1.99M	0.1%	232
2020 Q2	$44M	Buy	+286,607	New	+$41.4M	0.11%	208
2014 Q4	–	Sell	-178,036	Closed	-$34.7M	–	574
2014 Q3	$34.7M	Buy	178,036 +4,200	+2%	+$808K	0.05%	269
2014 Q2	$32.4M	Sell	173,836 -8,800	-5%	-$1.57M	0.05%	291
2014 Q1	$32.2M	Sell	182,636 -23,200	-11%	-$4.05M	0.05%	280
2013 Q4	$33.2M	Sell	205,836 -14,500	-7%	-$2.23M	0.05%	271
2013 Q3	$28.3M	Buy	220,336 +5,600	+3%	+$688K	0.05%	280
2013 Q2	$24.6M	Buy	+214,736	New	+$23.9M	0.05%	275

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Waddell & Reed Financial's MCK Position: Q1 2021 in Review

Waddell & Reed Financial reduced its McKesson (MCK) stake by 4.8% in Q1 2021, selling an estimated $2.27M and leaving 245,067 shares worth $47.8M. The position accounts for 0.1% of the portfolio, ranked #240.

Waddell & Reed Financial first reported a position in MCK in Q2 2013 and has held it in 10 quarters since. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

Waddell & Reed Financial held 245,067 shares of McKesson worth $47.8M as of Q1 2021.
Waddell & Reed Financial sold 12,442 McKesson shares in Q1 2021, an estimated $2.27M.
McKesson made up 0.1% of Waddell & Reed Financial's portfolio in Q1 2021, its #240 holding.
Waddell & Reed Financial first reported a position in McKesson in Q2 2013 and has held it in 10 quarters since.
970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.