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Zeke Capital Advisors’s McKesson MCK Stock Holding History

Zeke Capital 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 		$278K Sell
740
-249
-25% -$92.9K 0.02% 355
2022
Q3 		$336K Buy
989
+3
+0.3% +$1.04K 0.02% 291
2022
Q2 		$321K Buy
986
+250
+34% +$80K 0.02% 304
2022
Q1 		$225K Buy
+736
New +$200K 0.01% 453
2020
Q1 		– Sell
-2,057
Closed -$285K – 407
2019
Q4 		$285K Sell
2,057
-148
-7% -$20.9K 0.02% 465
2019
Q3 		$301K Buy
2,205
+228
+12% +$32.3K 0.03% 456
2019
Q2 		$266K Buy
1,977
+165
+9% +$20.6K 0.03% 493
2019
Q1 		$212K Buy
+1,812
New +$224K 0.02% 537
2018
Q3 		– Sell
-6,838
Closed -$912K – 713
2018
Q2 		$912K Buy
6,838
+743
+12% +$109K 0.09% 203
2018
Q1 		$859K Buy
6,095
+3,606
+145% +$562K 0.08% 223
2017
Q4 		$388K Sell
2,489
-418
-14% -$61.9K 0.04% 338
2017
Q3 		$447K Buy
2,907
+1,042
+56% +$163K 0.06% 248
2017
Q2 		$307K Buy
+1,865
New +$283K 0.06% 197
2017
Q1 		– Sell
-1,665
Closed -$234K – 266
2016
Q4 		$234K Buy
+1,665
New +$245K 0.06% 165

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Zeke Capital Advisors's MCK Position: Q4 2022 in Review

Zeke Capital Advisors reduced its McKesson (MCK) stake by 25% in Q4 2022, selling an estimated $92.9K and leaving 740 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #355.

Zeke Capital Advisors first reported a position in MCK in Q4 2016 and has held it in 14 quarters since. The position peaked at $912K in Q2 2018. 1,288 funds tracked by Wall St. Rank hold MCK as of Q4 2022.

  • Zeke Capital Advisors held 740 shares of McKesson worth $278K as of Q4 2022.
  • Zeke Capital Advisors sold 249 McKesson shares in Q4 2022, an estimated $92.9K.
  • McKesson made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #355 holding.
  • Zeke Capital Advisors first reported a position in McKesson in Q4 2016 and has held it in 14 quarters since.
  • Zeke Capital Advisors's McKesson position peaked at $912K in Q2 2018.
  • 1,288 funds tracked by Wall St. Rank held McKesson as of Q4 2022.

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