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Wealthfront’s McKesson MCK Stock Holding History

Wealthfront’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
Q3 		$250K Buy
1,887
+24
+1% +$3.13K ﹤0.01% 475
2018
Q2 		$249K Sell
1,863
-671
-26% -$98.1K ﹤0.01% 458
2018
Q1 		$357K Sell
2,534
-202
-7% -$31.5K ﹤0.01% 415
2017
Q4 		$427K Sell
2,736
-285
-9% -$42.2K ﹤0.01% 382
2017
Q3 		$464K Sell
3,021
-1,512
-33% -$236K 0.01% 344
2017
Q2 		$746K Sell
4,533
-189
-4% -$28.7K 0.01% 198
2017
Q1 		$700K Buy
4,722
+1,034
+28% +$151K 0.01% 170
2016
Q4 		$518K Buy
3,688
+1,190
+48% +$175K 0.01% 192
2016
Q3 		$417K Sell
2,498
-1,388
-36% -$259K 0.01% 216
2016
Q2 		$725K Buy
3,886
+1,892
+95% +$332K 0.02% 125
2016
Q1 		$314K Sell
1,994
-1,284
-39% -$207K 0.01% 236
2015
Q4 		$647K Buy
3,278
+712
+28% +$134K 0.02% 117
2015
Q3 		$475K Buy
2,566
+169
+7% +$35.8K 0.02% 139
2015
Q2 		$539K Buy
2,397
+358
+18% +$82.8K 0.02% 99
2015
Q1 		$461K Buy
2,039
+392
+24% +$86.9K 0.02% 91
2014
Q4 		$342K Sell
1,647
-3
-0.2% -$609 0.02% 106
2014
Q3 		$321K Buy
1,650
+590
+56% +$114K 0.02% 88
2014
Q2 		$201K Buy
1,060
+310
+41% +$55.2K 0.02% 108
2014
Q1 		$132K Buy
+750
New +$131K 0.02% 94

Other funds holding MCK

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront's MCK Position: Q3 2018 in Review

Wealthfront increased its McKesson (MCK) stake by 1.3% in Q3 2018, buying an estimated $3.13K and bringing the position to 1,887 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Wealthfront first reported a position in MCK in Q1 2014 and has held it in 19 quarters since. The position peaked at $746K in Q2 2017. 852 funds tracked by Wall St. Rank hold MCK as of Q3 2018.

  • Wealthfront held 1,887 shares of McKesson worth $250K as of Q3 2018.
  • Wealthfront bought 24 McKesson shares in Q3 2018, an estimated $3.13K.
  • McKesson made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #475 holding.
  • Wealthfront first reported a position in McKesson in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's McKesson position peaked at $746K in Q2 2017.
  • 852 funds tracked by Wall St. Rank held McKesson as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.