WKWM
MCK icon

Walter & Keenan Wealth Management’s McKesson MCK Stock Holding History

Walter & Keenan Wealth Management’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
2018
Q1 		– Sell
-1,300
Closed -$203K – 182
2017
Q4 		$203K Sell
1,300
-250
-16% -$37K 0.09% 169
2017
Q3 		$238K Hold
1,550
– – 0.11% 145
2017
Q2 		$255K Buy
+1,550
New +$235K 0.13% 131

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Walter & Keenan Wealth Management's MCK Position: Q1 2018 in Review

Walter & Keenan Wealth Management sold out of McKesson (MCK) in Q1 2018, closing a stake of 1,300 shares — an estimated $203K sold.

Walter & Keenan Wealth Management first reported a position in MCK in Q2 2017 and held it in 3 quarters. The position peaked at $255K in Q2 2017. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2018.

  • Walter & Keenan Wealth Management reported no remaining McKesson position as of Q1 2018 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 1,300 McKesson shares in Q1 2018, an estimated $203K.
  • Walter & Keenan Wealth Management first reported a position in McKesson in Q2 2017 and held it in 3 quarters.
  • Walter & Keenan Wealth Management's McKesson position peaked at $255K in Q2 2017.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2018.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.