Machina Capital’s McKesson MCK Stock Holding History

Machina 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 Q4	–	Sell	-2,355	Closed	-$1.82M	–	387
2025 Q3	$1.82M	Buy	2,355 +1,409	+149%	+$992K	0.32%	112
2025 Q2	$693K	Sell	946 -2,846	-75%	-$2.01M	0.14%	193
2025 Q1	$2.55M	Buy	3,792 +1,526	+67%	+$943K	0.76%	35
2024 Q4	$1.29M	Sell	2,266 -2,517	-53%	-$1.41M	0.54%	60
2024 Q3	$2.36M	Buy	4,783 +1,424	+42%	+$793K	0.94%	11
2024 Q2	$1.96M	Sell	3,359 -271	-7%	-$151K	0.88%	19
2024 Q1	$1.95M	Buy	3,630 +2,945	+430%	+$1.5M	1.03%	9
2023 Q4	$317K	Sell	685 -272	-28%	-$124K	0.2%	182
2023 Q3	$416K	Buy	957 +362	+61%	+$153K	0.23%	165
2023 Q2	$254K	Buy	595 +501	+533%	+$193K	0.14%	226
2023 Q1	$33.5K	Buy	+94	New	+$34K	0.03%	352
2020 Q1	–	Sell	-3,415	Closed	-$472K	–	175
2019 Q4	$472K	Sell	3,415 -2,138	-39%	-$302K	0.19%	194
2019 Q3	$759K	Buy	+5,553	New	+$788K	0.35%	108
2019 Q2	–	Sell	-457	Closed	-$53K	–	572
2019 Q1	$53K	Buy	+457	New	+$56.4K	0.02%	351

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