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 -$33.3M – 123
2025
Q4 		$33.3M Hold
1,300
– – 1.23% 21
2025
Q3 		$10.9M Sell
1,300
-18,400
-93% -$13M 0.68% 39
2025
Q2 		$9.74M Buy
19,700
+18,400
+1,415% +$13M 0.73% 30
2025
Q1 		$4.45M Sell
1,300
-800
-38% -$495K 0.26% 59
2024
Q4 		$42.9M Sell
2,100
-6,600
-76% -$3.7M 2.36% 11
2024
Q3 		$59.1M Sell
8,700
-182,900
-95% -$102M 4.34% 4
2024
Q2 		$112M Buy
191,600
+183,200
+2,181% +$102M 8.28% 3
2024
Q1 		$67.9M Sell
8,400
-34,300
-80% -$17.4M 4.85% 3
2023
Q4 		$18.2M Buy
42,700
+17,500
+69% +$7.96M 2.89% 5
2023
Q3 		$11M Buy
25,200
+13,100
+108% +$5.52M 2.46% 4
2023
Q2 		$5.17M Buy
12,100
+7,600
+169% +$2.92M 1.75% 13
2023
Q1 		$1.6M Buy
+4,500
New +$1.63M 0.98% 30

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VPM
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