CI
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Ceera Investments’s McKesson MCK Stock Holding History

Ceera Investments’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
Q4 		– Sell
-390
Closed -$301K – 102
2025
Q3 		$301K Hold
390
– – 0.09% 93
2025
Q2 		$286K Hold
390
– – 0.09% 99
2025
Q1 		$262K Sell
390
-8,583
-96% -$5.31M 0.09% 88
2024
Q4 		$5.11M Sell
8,973
-360
-4% -$202K 1.76% 20
2024
Q3 		$4.61M Sell
9,333
-515
-5% -$287K 1.74% 18
2024
Q2 		$5.75M Sell
9,848
-285
-3% -$159K 2.43% 11
2024
Q1 		$5.44M Sell
10,133
-220
-2% -$112K 2.38% 12
2023
Q4 		$4.79M Sell
10,353
-155
-1% -$70.5K 2.26% 16
2023
Q3 		$4.57M Sell
10,508
-60
-0.6% -$25.3K 2.48% 13
2023
Q2 		$4.52M Sell
10,568
-135
-1% -$51.9K 2.61% 10
2023
Q1 		$3.81M Sell
10,703
-1,020
-9% -$368K 2.43% 15
2022
Q4 		$4.4M Sell
11,723
-1,251
-10% -$467K 2.78% 4
2022
Q3 		$4.41M Sell
12,974
-171
-1% -$59.4K 2.93% 4
2022
Q2 		$4.29M Sell
13,145
-37
-0.3% -$11.8K 2.45% 9
2022
Q1 		$4.04M Sell
13,182
-669
-5% -$182K 2.01% 16
2021
Q4 		$3.44M Sell
13,851
-103
-0.7% -$22.6K 1.78% 23
2021
Q3 		$2.78M Hold
13,954
– – 1.53% 27
2021
Q2 		$2.67M Hold
13,954
– – 2.02% 23
2021
Q1 		$2.72M Buy
+13,954
New +$2.55M 2.22% 20

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return