Charter Research & Investment Group’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Hold	1,600	–	–	0.88%	33
2025 Q1	$1.08M	Sell	1,600 -34	-2%	-$22.9K	0.82%	36
2024 Q4	$931K	Hold	1,634	–	–	0.71%	36
2024 Q3	$808K	Hold	1,634	–	–	0.6%	41
2024 Q2	$954K	Hold	1,634	–	–	0.75%	35
2024 Q1	$877K	Hold	1,634	–	–	0.7%	36
2023 Q4	$757K	Hold	1,634	–	–	0.63%	41
2023 Q3	$711K	Hold	1,634	–	–	0.64%	41
2023 Q2	$698K	Hold	1,634	–	–	0.58%	44
2023 Q1	$582K	Hold	1,634	–	–	0.51%	47
2022 Q4	$613K	Sell	1,634 -2,050	-56%	-$769K	0.59%	42
2022 Q3	$1.25M	Hold	3,684	–	–	1.27%	23
2022 Q2	$1.2M	Hold	3,684	–	–	1.09%	31
2022 Q1	$1.13M	Hold	3,684	–	–	0.91%	33
2021 Q4	$916K	Hold	3,684	–	–	0.72%	37
2021 Q3	$735K	Hold	3,684	–	–	0.61%	39
2021 Q2	$705K	Hold	3,684	–	–	0.58%	40
2021 Q1	$719K	Buy	3,684 +34	+0.9%	+$6.64K	0.63%	38
2020 Q4	$635K	Hold	3,650	–	–	0.61%	40
2020 Q3	$544K	Hold	3,650	–	–	0.6%	40
2020 Q2	$560K	Hold	3,650	–	–	0.65%	39
2020 Q1	$494K	Hold	3,650	–	–	0.65%	40
2019 Q4	$505K	Hold	3,650	–	–	0.51%	49
2019 Q3	$499K	Hold	3,650	–	–	0.54%	49
2019 Q2	$491K	Hold	3,650	–	–	0.55%	50
2019 Q1	$427K	Hold	3,650	–	–	0.47%	53
2018 Q4	$403K	Hold	3,650	–	–	0.51%	52
2018 Q3	$484K	Hold	3,650	–	–	0.53%	46
2018 Q2	$487K	Hold	3,650	–	–	0.56%	46
2018 Q1	$514K	Hold	3,650	–	–	0.61%	43
2017 Q4	$569K	Buy	+3,650	New	+$569K	0.64%	41
2016 Q3	$609K	Hold	3,650	–	–	0.71%	39
2016 Q2	$681K	Hold	3,650	–	–	0.78%	40
2016 Q1	$574K	Hold	3,650	–	–	0.66%	41
2015 Q4	$720K	Hold	3,650	–	–	0.84%	36
2015 Q3	$675K	Hold	3,650	–	–	0.89%	35
2015 Q2	$821K	Hold	3,650	–	–	0.91%	35
2015 Q1	$826K	Hold	3,650	–	–	0.91%	34
2014 Q4	$758K	Buy	+3,650	New	+$758K	0.83%	35