AFCM
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Applied Finance Capital Management’s McKesson MCK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.9M Sell
23,053
-2,102
-8% -$1.54M 1.15% 34
2025
Q1
$16.9M Sell
25,155
-30,106
-54% -$20.3M 1.25% 34
2024
Q4
$31.5M Buy
55,261
+4,478
+9% +$2.55M 1.37% 31
2024
Q3
$25.1M Sell
50,783
-3,135
-6% -$1.55M 1.07% 45
2024
Q2
$31.5M Buy
53,918
+9,374
+21% +$5.47M 1.46% 32
2024
Q1
$23.9M Buy
44,544
+4,313
+11% +$2.32M 1.68% 32
2023
Q4
$18.6M Buy
40,231
+3,679
+10% +$1.7M 1.62% 33
2023
Q3
$15.9M Sell
36,552
-2,691
-7% -$1.17M 1.73% 32
2023
Q2
$16.8M Buy
39,243
+1,035
+3% +$442K 1.9% 25
2023
Q1
$13.6M Buy
38,208
+292
+0.8% +$104K 1.69% 31
2022
Q4
$14.2M Buy
+37,916
New +$14.2M 1.85% 25