Intact Investment Management’s McKesson MCK Stock Holding History

Intact 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
2025 Q3	–	Sell	-360	Closed	-$264K	–	327
2025 Q2	$264K	Buy	+360	New	+$254K	0.01%	253
2025 Q1	–	Sell	-100	Closed	-$57K	–	357
2024 Q4	$57K	Sell	100 -7,100	-99%	-$3.98M	﹤0.01%	306
2024 Q3	$3.56M	Buy	+7,200	New	+$4.01M	0.12%	159
2023 Q3	–	Hold	0	–	–	–	270
2023 Q2	–	Sell	-1,400	Closed	-$538K	–	267
2023 Q1	$498K	Buy	+1,400	New	+$506K	0.02%	222
2022 Q3	–	Sell	-800	Closed	-$261K	–	265
2022 Q2	$261K	Buy	+800	New	+$256K	0.01%	245
2018 Q1	–	Sell	-1,400	Closed	-$218K	–	278
2017 Q4	$218K	Buy	+1,400	New	+$207K	0.01%	240
2017 Q3	–	Sell	-2,200	Closed	-$362K	–	260
2017 Q2	$362K	Buy	+2,200	New	+$334K	0.02%	194
2016 Q4	–	Sell	-1,200	Closed	-$200K	–	285
2016 Q3	$200K	Buy	+1,200	New	+$224K	0.01%	268
2016 Q1	–	Sell	-1,200	Closed	-$237K	–	286
2015 Q4	$237K	Buy	+1,200	New	+$227K	0.01%	226

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

JP Morgan Chase

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

Franklin Resources

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

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

AllianceBernstein

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