WCG Wealth Advisors’s McKesson MCK Stock Holding History

WCG Wealth Advisors’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 Q4	–	Sell	-3,121	Closed	-$1.17M	–	234
2022 Q3	$1.17M	Sell	3,121 -182	-6%	-$63.2K	0.15%	110
2022 Q2	$1.08M	Buy	+3,303	New	+$1.06M	0.15%	111

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

WCG Wealth Advisors's MCK Position: Q4 2022 in Review

WCG Wealth Advisors sold out of McKesson (MCK) in Q4 2022, closing a stake of 3,121 shares — an estimated $1.17M sold.

WCG Wealth Advisors first reported a position in MCK in Q2 2022 and held it in 2 quarters. The position peaked at $1.17M in Q3 2022. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

WCG Wealth Advisors reported no remaining McKesson position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 3,121 McKesson shares in Q4 2022, an estimated $1.17M.
WCG Wealth Advisors first reported a position in McKesson in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's McKesson position peaked at $1.17M in Q3 2022.
1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.