ACA
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Aptus Capital Advisors’s McKesson MCK Stock Holding History

Aptus Capital Advisors’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 		$8.93M Sell
10,316
-638
-6% -$569K 0.08% 236
2025
Q4 		$8.99M Buy
10,954
+5,516
+101% +$4.5M 0.08% 232
2025
Q3 		$4.2M Buy
5,438
+390
+8% +$275K 0.04% 342
2025
Q2 		$3.7M Buy
5,048
+593
+13% +$418K 0.04% 333
2025
Q1 		$3M Buy
4,455
+368
+9% +$228K 0.03% 340
2024
Q4 		$2.33M Buy
4,087
+72
+2% +$40.3K 0.03% 377
2024
Q3 		$1.99M Sell
4,015
-21,798
-84% -$12.1M 0.03% 320
2024
Q2 		$15.1M Buy
25,813
+5,256
+26% +$2.93M 0.29% 85
2024
Q1 		$11M Buy
20,557
+18,391
+849% +$9.34M 0.24% 97
2023
Q4 		$1M Sell
2,166
-31
-1% -$14.1K 0.03% 292
2023
Q3 		$955K Buy
2,197
+427
+24% +$180K 0.03% 308
2023
Q2 		$756K Buy
1,770
+9
+0.5% +$3.46K 0.02% 288
2023
Q1 		$628K Sell
1,761
-2,066
-54% -$746K 0.02% 298
2022
Q4 		$1.44M Sell
3,827
-405
-10% -$151K 0.05% 240
2022
Q3 		$1.44M Buy
4,232
+2,442
+136% +$848K 0.05% 232
2022
Q2 		$585K Buy
1,790
+166
+10% +$53.1K 0.02% 267
2022
Q1 		$498K Buy
+1,624
New +$442K 0.02% 306
2019
Q3 		– Sell
-1,531
Closed -$205K – 491
2019
Q2 		$205K Buy
+1,531
New +$191K 0.03% 315

Other funds holding MCK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return