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Zullo Investment Group’s McKesson MCK Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-16
Closed -$6K – 474
2022
Q4 		$6K Hold
16
– – ﹤0.01% 565
2022
Q3 		$5K Hold
16
– – ﹤0.01% 597
2022
Q2 		$5K Hold
16
– – ﹤0.01% 624
2022
Q1 		$5K Hold
16
– – ﹤0.01% 658
2021
Q4 		$4K Buy
+16
New +$3.51K ﹤0.01% 694

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Zullo Investment Group's MCK Position: Q1 2023 in Review

Zullo Investment Group sold out of McKesson (MCK) in Q1 2023, closing a stake of 16 shares — an estimated $6K sold.

Zullo Investment Group first reported a position in MCK in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2022. 1,265 funds tracked by Wall St. Rank hold MCK as of Q1 2023.

  • Zullo Investment Group reported no remaining McKesson position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 16 McKesson shares in Q1 2023, an estimated $6K.
  • Zullo Investment Group first reported a position in McKesson in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's McKesson position peaked at $6K in Q4 2022.
  • 1,265 funds tracked by Wall St. Rank held McKesson as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.