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	-21,500	Closed	-$7.66M	–	1284
2023 Q1	$7.66M	Sell	21,500 -41,000	-66%	-$14.8M	0.15%	160
2022 Q4	$23.4M	Sell	62,500 -1,500	-2%	-$559K	0.37%	53
2022 Q3	$21.8M	Sell	64,000 -44,500	-41%	-$15.4M	0.3%	59
2022 Q2	$35.4M	Buy	+108,500	New	+$34.7M	0.49%	30
2021 Q2	–	Sell	-22,000	Closed	-$4.29M	–	1473
2021 Q1	$4.29M	Buy	+22,000	New	+$4.02M	0.09%	285
2019 Q4	–	Sell	-18,000	Closed	-$2.46M	–	942
2019 Q3	$2.46M	Buy	+18,000	New	+$2.55M	0.13%	203
2018 Q2	–	Sell	-100,000	Closed	-$14.1M	–	428
2018 Q1	$14.1M	Buy	+100,000	New	+$15.6M	2%	5

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.