DAL
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Delta Accumulation LLC’s McKesson MCK Stock Holding History

Delta Accumulation LLC’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
2026
Q1 		– Sell
-1,300
Closed -$20.8M – 122
2025
Q4 		$20.8M Hold
1,300
– – 0.76% 34
2025
Q3 		$8.31M Sell
1,300
-14,200
-92% -$10M 0.52% 51
2025
Q2 		$7.66M Buy
15,500
+14,200
+1,092% +$10M 0.58% 35
2025
Q1 		$2.67M Sell
1,300
-800
-38% -$495K 0.15% 103
2024
Q4 		$22.3M Hold
2,100
– – 1.23% 15
2024
Q3 		$54.7M Sell
2,100
-129,900
-98% -$72.3M 4.02% 6
2024
Q2 		$77.1M Buy
132,000
+129,900
+6,186% +$72.3M 5.71% 4
2024
Q1 		$47.8M Sell
2,100
-36,900
-95% -$18.7M 3.42% 6
2023
Q4 		$16.7M Buy
39,000
+16,000
+70% +$7.28M 2.64% 6
2023
Q3 		$10M Buy
23,000
+10,900
+90% +$4.59M 2.24% 5
2023
Q2 		$5.17M Buy
12,100
+7,600
+169% +$2.92M 1.75% 12
2023
Q1 		$1.6M Buy
+4,500
New +$1.63M 0.98% 29

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JP Morgan Chase
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return