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Caption Management’s McKesson MCK Stock Holding History

Caption 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
Q2 		– Sell
-400
Closed -$269K – 1716
2025
Q1 		$269K Buy
+400
New +$247K ﹤0.01% 1218
2022
Q4 		– Sell
-278
Closed -$104K – 1542
2022
Q3 		$95K Sell
278
-33,722
-99% -$11.7M ﹤0.01% 1337
2022
Q2 		$11.1M Buy
+34,000
New +$10.9M 0.15% 166
2018
Q2 		– Sell
-9,300
Closed -$1.31M – 427
2018
Q1 		$1.31M Buy
+9,300
New +$1.45M 0.19% 133

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caption Management's MCK Position: Q2 2025 in Review

Caption Management sold out of McKesson (MCK) in Q2 2025, closing a stake of 400 shares — an estimated $269K sold.

Caption Management first reported a position in MCK in Q1 2018 and held it in 4 quarters. The position peaked at $11.1M in Q2 2022. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Caption Management reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Caption Management sold 400 McKesson shares in Q2 2025, an estimated $269K.
  • Caption Management first reported a position in McKesson in Q1 2018 and held it in 4 quarters.
  • Caption Management's McKesson position peaked at $11.1M in Q2 2022.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Caption Management's 13F filing for Q2 2025, filed 14 Aug 2025.