Aft Forsyth & Sober’s McKesson MCK Stock Holding History

Aft Forsyth & Sober’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
2026 Q1	$4.76M	Hold	5,500	–	–	1.45%	19
2025 Q4	$4.51M	Hold	5,500	–	–	1.37%	21
2025 Q3	$4.25M	Buy	5,500 +50	+0.9%	+$35.2K	1.32%	21
2025 Q2	$3.99M	Buy	5,450 +50	+0.9%	+$35.3K	1.35%	19
2025 Q1	$3.63M	Hold	5,400	–	–	1.27%	16
2024 Q4	$3.08M	Hold	5,400	–	–	1%	26
2024 Q3	$2.67M	Hold	5,400	–	–	0.88%	33
2024 Q2	$3.15M	Hold	5,400	–	–	1.08%	22
2024 Q1	$2.9M	Hold	5,400	–	–	1.02%	24
2023 Q4	$2.5M	Hold	5,400	–	–	0.96%	21
2023 Q3	$2.35M	Hold	5,400	–	–	0.99%	21
2023 Q2	$2.31M	Hold	5,400	–	–	0.96%	19
2023 Q1	$1.92M	Hold	5,400	–	–	0.97%	24
2022 Q4	$2.03M	Hold	5,400	–	–	0.91%	26
2022 Q3	$1.83M	Hold	5,400	–	–	0.89%	24
2022 Q2	$1.76M	Hold	5,400	–	–	0.82%	26
2022 Q1	$1.65M	Buy	+5,400	New	+$1.47M	0.65%	38

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aft Forsyth & Sober's MCK Position: Q1 2026 in Review

Aft Forsyth & Sober held its McKesson (MCK) position steady in Q1 2026 at 5,500 shares worth $4.76M. The position accounts for 1.45% of the portfolio, ranked #19.

Aft Forsyth & Sober first reported a position in MCK in Q1 2022 and has held it in 17 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Aft Forsyth & Sober held 5,500 shares of McKesson worth $4.76M as of Q1 2026.
Aft Forsyth & Sober left its McKesson share count unchanged in Q1 2026.
McKesson made up 1.45% of Aft Forsyth & Sober's portfolio in Q1 2026, its #19 holding.
Aft Forsyth & Sober first reported a position in McKesson in Q1 2022 and has held it in 17 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.