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
2023 Q2	–	Sell	-70,000	Closed	-$24.9M	–	1283
2023 Q1	$24.9M	Sell	70,000 -31,600	-31%	-$11.4M	0.48%	49
2022 Q4	$38.1M	Buy	101,600 +300	+0.3%	+$112K	0.59%	29
2022 Q3	$34.4M	Buy	101,300 +63,800	+170%	+$22.1M	0.48%	37
2022 Q2	$12.2M	Buy	+37,500	New	+$12M	0.17%	143
2021 Q2	–	Sell	-44,000	Closed	-$8.58M	–	1472
2021 Q1	$8.58M	Buy	+44,000	New	+$8.03M	0.18%	142
2018 Q2	–	Sell	-30,300	Closed	-$4.27M	–	426
2018 Q1	$4.27M	Buy	+30,300	New	+$4.72M	0.61%	53

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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.