SEC 13F Intelligence

Compass Financial Advisors LLC / MCK

Compass Financial Advisors LLC’s Mckesson Corp Position

Does Compass Financial Advisors LLC own Mckesson Corp (MCK)? Not currently — the last reported position was 3.2K shares worth $1M in Q1 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$1M
Q1 2023
Shares
3.2K
% of Portfolio
+1.46%
Quarters Held
6
position exited

Position History MCK

Reported value by quarter
Q4 ’21: $920,000Q4 ’21Q1 ’22: $1MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $1MQ3 ’22Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20233.2K$1M+1.46%
Q4 20223.4K$1M+1.70%
Q3 20223.4K$1M+1.70%
Q2 20223.5K$1M+1.55%
Q1 20223.5K$1M+1.19%
Q4 20213.7K$920,000+1.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Financial Advisors LLC’s full portfolio or all institutional holders of MCK.