Bornite Capital Management’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,000
Closed -$17.1M 37
2024
Q4
$17.1M Buy
+30,000
New +$17.1M 2.3% 20
2024
Q3
Sell
-20,000
Closed -$11.7M 55
2024
Q2
$11.7M Sell
20,000
-20,000
-50% -$11.7M 1.92% 18
2024
Q1
$21.5M Sell
40,000
-35,000
-47% -$18.8M 3.6% 9
2023
Q4
$34.7M Buy
+75,000
New +$34.7M 8.12% 7
2023
Q2
Sell
-25,000
Closed -$8.9M 64
2023
Q1
$8.9M Buy
+25,000
New +$8.9M 3.02% 20