WRF
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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 0.1% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return