InceptionR’s McKesson MCK Stock Holding History

InceptionR’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 Q4	–	Sell	-966	Closed	-$746K	–	771
2025 Q3	$746K	Sell	966 -821	-46%	-$578K	0.18%	200
2025 Q2	$1.31M	Sell	1,787 -190	-10%	-$134K	0.3%	87
2025 Q1	$1.33M	Buy	+1,977	New	+$1.22M	0.4%	51
2024 Q4	–	Sell	-423	Closed	-$209K	–	767
2024 Q3	$209K	Sell	423 -20	-5%	-$11.1K	0.05%	560
2024 Q2	$259K	Sell	443 -2,778	-86%	-$1.55M	0.07%	445
2024 Q1	$1.73M	Buy	+3,221	New	+$1.64M	0.45%	21
2023 Q4	–	Sell	-712	Closed	-$310K	–	470
2023 Q3	$310K	Buy	+712	New	+$300K	0.18%	250
2023 Q2	–	Sell	-2,143	Closed	-$763K	–	548
2023 Q1	$763K	Buy	+2,143	New	+$774K	0.24%	160

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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