Generate Investment Management’s McKesson MCK Stock Holding History

Generate Investment Management’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	$492K	Sell	568 -3,404	-86%	-$3.04M	0.02%	64
2025 Q4	$3.26M	Sell	3,972 -16,295	-80%	-$13.3M	0.15%	74
2025 Q3	$15.7M	Buy	20,267 +11,765	+138%	+$8.29M	0.79%	37
2025 Q2	$6.23M	Sell	8,502 -5,302	-38%	-$3.74M	0.35%	71
2025 Q1	$9.29M	Sell	13,804 -4,753	-26%	-$2.94M	0.65%	46
2024 Q4	$10.6M	Sell	18,557 -37,833	-67%	-$21.2M	0.74%	53
2024 Q3	$27.9M	Buy	56,390 +26,244	+87%	+$14.6M	1.86%	18
2024 Q2	$17.6M	Sell	30,146 -5,635	-16%	-$3.14M	1.03%	28
2024 Q1	$19.2M	Buy	35,781 +18,465	+107%	+$9.38M	1.39%	22
2023 Q4	$8.02M	Buy	+17,316	New	+$7.87M	0.69%	56

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return