WEC
MCK icon

Winslow Evans & Crocker’s McKesson MCK Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$73K Buy
420
+120
+40% +$20K 0.01% 516
2020
Q3 		$45K Hold
300
– – 0.01% 481
2020
Q2 		$46K Buy
300
+24
+9% +$3.47K 0.01% 476
2020
Q1 		$38K Hold
276
– – 0.01% 470
2019
Q4 		$40K Hold
276
– – 0.01% 540
2019
Q3 		$38K Hold
276
– – 0.01% 548
2019
Q2 		$38K Hold
276
– – 0.01% 570
2019
Q1 		$34K Hold
276
– – 0.01% 573
2018
Q4 		$32K Sell
276
-76
-22% -$9.48K 0.01% 544
2018
Q3 		$48K Hold
352
– – 0.01% 491
2018
Q2 		$50K Sell
352
-74
-17% -$10.8K 0.02% 498
2018
Q1 		$59.9K Sell
426
-44
-9% -$6.86K 0.02% 450
2017
Q4 		$73.3K Sell
470
-56
-11% -$8.3K 0.02% 422
2017
Q3 		$80.6K Sell
526
-189
-26% -$29.5K 0.03% 394
2017
Q2 		$118K Sell
715
-1
-0.1% -$152 0.03% 403
2017
Q1 		$106K Sell
716
-400
-36% -$58.6K 0.03% 402
2016
Q4 		$157K Buy
1,116
+400
+56% +$58.8K 0.05% 322
2016
Q3 		$119K Sell
716
-100
-12% -$18.6K 0.03% 374
2016
Q2 		$152K Buy
816
+101
+14% +$17.7K 0.05% 311
2016
Q1 		$112K Sell
715
-201
-22% -$32.5K 0.03% 347
2015
Q4 		$180K Hold
916
– – 0.05% 310
2015
Q3 		$169K Hold
916
– – 0.05% 301
2015
Q2 		$206K Buy
916
+180
+24% +$41.6K 0.06% 304
2015
Q1 		$166K Hold
736
– – 0.05% 332
2014
Q4 		$153K Buy
736
+232
+46% +$47.1K 0.04% 330
2014
Q3 		$97.7K Buy
504
+394
+358% +$75.8K 0.03% 421
2014
Q2 		$20.5K Buy
+110
New +$19.6K 0.01% 674
2014
Q1 		– Sell
-50
Closed -$8K – 1350
2013
Q4 		$8K Buy
+50
New +$7.68K ﹤0.01% 994

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's MCK Position: Q4 2020 in Review

Winslow Evans & Crocker increased its McKesson (MCK) stake by 40% in Q4 2020, buying an estimated $20K and bringing the position to 420 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #516.

Winslow Evans & Crocker first reported a position in MCK in Q4 2013 and has held it in 28 quarters since. The position peaked at $206K in Q2 2015. 961 funds tracked by Wall St. Rank hold MCK as of Q4 2020.

  • Winslow Evans & Crocker held 420 shares of McKesson worth $73K as of Q4 2020.
  • Winslow Evans & Crocker bought 120 McKesson shares in Q4 2020, an estimated $20K.
  • McKesson made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #516 holding.
  • Winslow Evans & Crocker first reported a position in McKesson in Q4 2013 and has held it in 28 quarters since.
  • Winslow Evans & Crocker's McKesson position peaked at $206K in Q2 2015.
  • 961 funds tracked by Wall St. Rank held McKesson as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.