Aquatic Capital Management’s McKesson MCK Stock Holding History

Aquatic Capital Management’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
2025 Q4	–	Sell	-22,368	Closed	-$17.3M	–	1615
2025 Q3	$17.3M	Buy	+22,368	New	+$15.8M	0.32%	75
2025 Q1	–	Sell	-21,000	Closed	-$12M	–	1483
2024 Q4	$12M	Sell	21,000 -23,480	-53%	-$13.1M	0.32%	76
2024 Q3	$22M	Buy	44,480 +160	+0.4%	+$89.1K	0.58%	38
2024 Q2	$25.9M	Buy	44,320 +6,320	+17%	+$3.52M	0.96%	22
2024 Q1	$20.4M	Sell	38,000 -43,440	-53%	-$22.1M	0.67%	34
2023 Q4	$37.7M	Buy	+81,440	New	+$37M	0.96%	17
2023 Q2	–	Sell	-8,800	Closed	-$3.13M	–	1592
2023 Q1	$3.13M	Sell	8,800 -3,200	-27%	-$1.16M	0.19%	135
2022 Q4	$4.5M	Sell	12,000 -5,900	-33%	-$2.2M	0.33%	70
2022 Q3	$6.08M	Buy	17,900 +16,400	+1,093%	+$5.69M	0.59%	29
2022 Q2	$489K	Buy	+1,500	New	+$480K	0.16%	162

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

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

Fidelity Investments

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

Geode Capital Management

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

Franklin Resources

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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