Applied Finance Capital Management’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.4M	Sell	17,759 -319	-2%	-$285K	1.15%	38
2025 Q4	$14.8M	Sell	18,078 -254	-1%	-$207K	1.06%	39
2025 Q3	$14.2M	Sell	18,332 -4,721	-20%	-$3.32M	1.01%	40
2025 Q2	$16.9M	Sell	23,053 -2,102	-8%	-$1.48M	1.15%	34
2025 Q1	$16.9M	Sell	25,155 -30,106	-54%	-$18.6M	1.25%	34
2024 Q4	$31.5M	Buy	55,261 +4,478	+9%	+$2.51M	1.37%	31
2024 Q3	$25.1M	Sell	50,783 -3,135	-6%	-$1.75M	1.07%	45
2024 Q2	$31.5M	Buy	53,918 +9,374	+21%	+$5.22M	1.46%	32
2024 Q1	$23.9M	Buy	44,544 +4,313	+11%	+$2.19M	1.68%	32
2023 Q4	$18.6M	Buy	40,231 +3,679	+10%	+$1.67M	1.62%	33
2023 Q3	$15.9M	Sell	36,552 -2,691	-7%	-$1.13M	1.73%	32
2023 Q2	$16.8M	Buy	39,243 +1,035	+3%	+$398K	1.9%	25
2023 Q1	$13.6M	Buy	38,208 +292	+0.8%	+$105K	1.69%	31
2022 Q4	$14.2M	Buy	+37,916	New	+$14.1M	1.85%	25