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WealthStone’s McKesson MCK Stock Holding History

WealthStone’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
Q1 		$303K Buy
1,556
+11
+0.7% +$2.01K 0.11% 155
2020
Q4 		$269K Buy
1,545
+17
+1% +$2.83K 0.1% 155
2020
Q3 		$228K Sell
1,528
-790
-34% -$120K 0.1% 142
2020
Q2 		$356K Buy
+2,318
New +$335K 0.17% 96

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WealthStone's MCK Position: Q1 2021 in Review

WealthStone increased its McKesson (MCK) stake by 0.71% in Q1 2021, buying an estimated $2.01K and bringing the position to 1,556 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #155.

WealthStone first reported a position in MCK in Q2 2020 and has held it in 4 quarters since. The position peaked at $356K in Q2 2020. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

  • WealthStone held 1,556 shares of McKesson worth $303K as of Q1 2021.
  • WealthStone bought 11 McKesson shares in Q1 2021, an estimated $2.01K.
  • McKesson made up 0.11% of WealthStone's portfolio in Q1 2021, its #155 holding.
  • WealthStone first reported a position in McKesson in Q2 2020 and has held it in 4 quarters since.
  • WealthStone's McKesson position peaked at $356K in Q2 2020.
  • 970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.