Itau Unibanco Holding S.A.’s McKesson MCK Stock Holding History

Itau Unibanco Holding S.A.’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	-108	Closed	-$83.4K	–	428
2025 Q3	$83.4K	Sell	108 -5	-4%	-$3.52K	﹤0.01%	203
2025 Q2	$82.8K	Sell	113 -17	-13%	-$12K	﹤0.01%	212
2025 Q1	$87K	Sell	130 -14	-10%	-$8.65K	﹤0.01%	219
2024 Q4	$82.1K	Buy	144 +112	+350%	+$62.7K	﹤0.01%	212
2024 Q3	$15.8K	Buy	+32	New	+$17.8K	﹤0.01%	245
2023 Q4	–	Sell	-97	Closed	-$42.2K	–	470
2023 Q3	$42.2K	Sell	97 -59	-38%	-$24.9K	﹤0.01%	303
2023 Q2	$66.7K	Sell	156 -13	-8%	-$5K	﹤0.01%	280
2023 Q1	$60.2K	Buy	+169	New	+$61K	﹤0.01%	323
2022 Q3	–	Sell	-629	Closed	-$205K	–	602
2022 Q2	$205K	Buy	+629	New	+$201K	0.01%	219
2020 Q2	–	Sell	-438	Closed	-$59K	–	319
2020 Q1	$59K	Buy	+438	New	+$64.2K	﹤0.01%	214
2018 Q3	–	Sell	-3,998	Closed	-$533K	–	715
2018 Q2	$533K	Sell	3,998 -11,614	-74%	-$1.7M	0.06%	99
2018 Q1	$2.2M	Buy	15,612 +6,671	+75%	+$1.04M	0.13%	74
2017 Q4	$1.39M	Buy	8,941 +4,542	+103%	+$673K	0.08%	67
2017 Q3	$2.14M	Buy	4,399 +1,758	+67%	+$274K	0.15%	79
2017 Q2	$434K	Buy	2,641 +2,114	+401%	+$321K	0.05%	122
2017 Q1	$78K	Buy	+527	New	+$77.2K	0.01%	146

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