Wealthcare Capital Management’s McKesson MCK Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-22	Closed	-$4K	–	421
2021 Q1	$4K	Buy	+22	New	+$4.02K	﹤0.01%	434
2020 Q1	–	Sell	-17	Closed	-$2K	–	489
2019 Q4	$2K	Buy	+17	New	+$2.4K	﹤0.01%	510
2015 Q2	–	Sell	-116	Closed	–	–	677
2015 Q1	$0	Buy	+116	New	+$25.7K	﹤0.01%	974

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wealthcare Capital Management's MCK Position: Q2 2021 in Review

Wealthcare Capital Management sold out of McKesson (MCK) in Q2 2021, closing a stake of 22 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in MCK in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 970 funds tracked by Wall St. Rank hold MCK as of Q2 2021.

Wealthcare Capital Management reported no remaining McKesson position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 22 McKesson shares in Q2 2021, an estimated $4K.
Wealthcare Capital Management first reported a position in McKesson in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's McKesson position peaked at $4K in Q1 2021.
970 funds tracked by Wall St. Rank held McKesson as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.