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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ceera Investments's MCK Position: Q4 2025 in Review

Ceera Investments sold out of McKesson (MCK) in Q4 2025, closing a stake of 390 shares — an estimated $301K sold.

Ceera Investments first reported a position in MCK in Q1 2021 and held it in 19 quarters. The position peaked at $5.75M in Q2 2024. 2,002 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

Ceera Investments reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
Ceera Investments sold 390 McKesson shares in Q4 2025, an estimated $301K.
Ceera Investments first reported a position in McKesson in Q1 2021 and held it in 19 quarters.
Ceera Investments's McKesson position peaked at $5.75M in Q2 2024.
2,002 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Ceera Investments's 13F filing for Q4 2025, filed 9 Feb 2026.