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Zevenbergen Capital Investments’s McKesson MCK Stock Holding History

Zevenbergen Capital Investments’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
2017
Q1 		– Sell
-3,915
Closed -$550K – 83
2016
Q4 		$550K Sell
3,915
-1,640
-30% -$241K 0.03% 65
2016
Q3 		$926K Buy
5,555
+320
+6% +$59.6K 0.04% 55
2016
Q2 		$977K Buy
5,235
+1,095
+26% +$192K 0.05% 46
2016
Q1 		$651K Sell
4,140
-870
-17% -$141K 0.03% 51
2015
Q4 		$988K Buy
5,010
+125
+3% +$23.6K 0.04% 49
2015
Q3 		$904K Buy
4,885
+1,100
+29% +$233K 0.04% 46
2015
Q2 		$851K Sell
3,785
-2,515
-40% -$581K 0.03% 47
2015
Q1 		$1.43M Buy
6,300
+115
+2% +$25.5K 0.06% 46
2014
Q4 		$1.28M Buy
6,185
+455
+8% +$92.4K 0.06% 54
2014
Q3 		$1.11M Buy
5,730
+150
+3% +$28.9K 0.05% 48
2014
Q2 		$1.04M Buy
5,580
+2,525
+83% +$449K 0.04% 50
2014
Q1 		$539K Buy
3,055
+75
+3% +$13.1K 0.02% 56
2013
Q4 		$481K Buy
2,980
+1,180
+66% +$181K 0.02% 57
2013
Q3 		$231K Buy
+1,800
New +$221K 0.01% 63

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Zevenbergen Capital Investments's MCK Position: Q1 2017 in Review

Zevenbergen Capital Investments sold out of McKesson (MCK) in Q1 2017, closing a stake of 3,915 shares — an estimated $550K sold.

Zevenbergen Capital Investments first reported a position in MCK in Q3 2013 and held it in 14 quarters. The position peaked at $1.43M in Q1 2015. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

  • Zevenbergen Capital Investments reported no remaining McKesson position as of Q1 2017 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 3,915 McKesson shares in Q1 2017, an estimated $550K.
  • Zevenbergen Capital Investments first reported a position in McKesson in Q3 2013 and held it in 14 quarters.
  • Zevenbergen Capital Investments's McKesson position peaked at $1.43M in Q1 2015.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on Zevenbergen Capital Investments's 13F filing for Q1 2017, filed 12 May 2017.