Occudo Quantitative Strategies’s McKesson MCK Stock Holding History

Occudo Quantitative Strategies’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	-5,345	Closed	-$4.13M	–	832
2025 Q3	$4.13M	Buy	+5,345	New	+$3.76M	0.5%	39
2025 Q2	–	Sell	-1,527	Closed	-$1.02M	–	796
2025 Q1	$1.02M	Buy	1,527 +815	+114%	+$504K	0.14%	220
2024 Q4	$406K	Buy	+712	New	+$399K	0.07%	360
2023 Q3	–	Sell	-701	Closed	-$300K	–	1175
2023 Q2	$300K	Buy	+701	New	+$269K	0.03%	740
2023 Q1	–	Sell	-2,482	Closed	-$931K	–	1076
2022 Q4	$931K	Buy	+2,482	New	+$926K	0.11%	304
2022 Q3	–	Sell	-9,628	Closed	-$3.14M	–	1334
2022 Q2	$3.14M	Buy	+9,628	New	+$3.08M	0.26%	94
2021 Q2	–	Sell	-1,255	Closed	-$245K	–	986
2021 Q1	$245K	Buy	+1,255	New	+$229K	0.05%	558

Other funds holding MCK

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

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

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

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

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

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

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

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

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

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

Occudo Quantitative Strategies's MCK Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of McKesson (MCK) in Q4 2025, closing a stake of 5,345 shares — an estimated $4.13M sold.

Occudo Quantitative Strategies first reported a position in MCK in Q1 2021 and held it in 7 quarters. The position peaked at $4.13M in Q3 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

Occudo Quantitative Strategies reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 5,345 McKesson shares in Q4 2025, an estimated $4.13M.
Occudo Quantitative Strategies first reported a position in McKesson in Q1 2021 and held it in 7 quarters.
Occudo Quantitative Strategies's McKesson position peaked at $4.13M in Q3 2025.
1,997 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.