Forte Capital’s McKesson MCK Stock Holding History

Forte Capital’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 Q2	$714K	Sell	974 -31	-3%	-$21.9K	0.08%	151
2025 Q1	$676K	Buy	1,005 +597	+146%	+$369K	0.08%	147
2024 Q4	$233K	Buy	+408	New	+$228K	0.03%	224

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

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

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

Forte Capital's MCK Position: Q2 2025 in Review

Forte Capital reduced its McKesson (MCK) stake by 3.1% in Q2 2025, selling an estimated $21.9K and leaving 974 shares worth $714K. The position accounts for 0.08% of the portfolio, ranked #151.

Forte Capital first reported a position in MCK in Q4 2024 and has held it in 3 quarters since. 1,792 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

Forte Capital held 974 shares of McKesson worth $714K as of Q2 2025.
Forte Capital sold 31 McKesson shares in Q2 2025, an estimated $21.9K.
McKesson made up 0.08% of Forte Capital's portfolio in Q2 2025, its #151 holding.
Forte Capital first reported a position in McKesson in Q4 2024 and has held it in 3 quarters since.
1,792 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.