WW
MCK icon

Wallace Weitz’s McKesson MCK Stock Holding History

Wallace Weitz’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
2016
Q4 		– Sell
-58,080
Closed -$9.69M – 89
2016
Q3 		$9.69M Buy
58,080
+405
+0.7% +$75.5K 0.36% 47
2016
Q2 		$10.8M Hold
57,675
– – 0.4% 50
2016
Q1 		$9.07M Buy
+57,675
New +$9.32M 0.32% 54

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wallace Weitz's MCK Position: Q4 2016 in Review

Wallace Weitz sold out of McKesson (MCK) in Q4 2016, closing a stake of 58,080 shares — an estimated $9.69M sold.

Wallace Weitz first reported a position in MCK in Q1 2016 and held it in 3 quarters. The position peaked at $10.8M in Q2 2016. 890 funds tracked by Wall St. Rank hold MCK as of Q4 2016.

  • Wallace Weitz reported no remaining McKesson position as of Q4 2016 after selling out during the quarter.
  • Wallace Weitz sold 58,080 McKesson shares in Q4 2016, an estimated $9.69M.
  • Wallace Weitz first reported a position in McKesson in Q1 2016 and held it in 3 quarters.
  • Wallace Weitz's McKesson position peaked at $10.8M in Q2 2016.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q4 2016.

Based on Weitz Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.