AWM
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Atticus Wealth Management’s McKesson MCK Stock Holding History

Atticus Wealth 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
Q3 		– Sell
-2
Closed -$1.47K – 447
2025
Q2 		$1.47K Buy
+2
New +$1.41K ﹤0.01% 582
2024
Q2 		– Sell
-30
Closed -$16.1K – 554
2024
Q1 		$16.1K Hold
30
– – 0.01% 346
2023
Q4 		$13.9K Hold
30
– – ﹤0.01% 372
2023
Q3 		$13K Hold
30
– – 0.01% 382
2023
Q2 		$12.8K Buy
30
+4
+15% +$1.54K ﹤0.01% 379
2023
Q1 		$9.26K Sell
26
-17
-40% -$6.14K ﹤0.01% 386
2022
Q4 		$16.1K Hold
43
– – 0.01% 352
2022
Q3 		$14K Hold
43
– – 0.01% 355
2022
Q2 		$14K Hold
43
– – 0.01% 385
2022
Q1 		$13K Sell
43
-11
-20% -$2.99K ﹤0.01% 382
2021
Q4 		$13K Sell
54
-57
-51% -$12.5K 0.01% 344
2021
Q3 		$22K Sell
111
-32
-22% -$6.4K 0.01% 303
2021
Q2 		$27K Hold
143
– – 0.01% 270
2021
Q1 		$28K Hold
143
– – 0.01% 254
2020
Q4 		$25K Buy
143
+11
+8% +$1.83K 0.01% 251
2020
Q3 		$20K Sell
132
-1
-0.8% -$152 0.01% 223
2020
Q2 		$20K Sell
133
-10
-7% -$1.44K 0.01% 212
2020
Q1 		$19K Sell
143
-19
-12% -$2.78K 0.02% 204
2019
Q4 		$22K Buy
+162
New +$22.9K 0.01% 216

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return