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Operose Advisors’s McKesson MCK Stock Holding History

Operose Advisors’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
2026
Q1 		$712K Hold
823
– – 0.17% 71
2025
Q4 		$675K Hold
823
– – 0.16% 71
2025
Q3 		$636K Hold
823
– – 0.16% 72
2025
Q2 		$603K Hold
823
– – 0.17% 69
2025
Q1 		$554K Sell
823
-94
-10% -$58.1K 0.18% 71
2024
Q4 		$523K Sell
917
-49
-5% -$27.4K 0.18% 72
2024
Q3 		$478K Hold
966
– – 0.15% 85
2024
Q2 		$564K Hold
966
– – 0.2% 73
2024
Q1 		$519K Hold
966
– – 0.18% 82
2023
Q4 		$447K Sell
966
-90
-9% -$40.9K 0.18% 62
2023
Q3 		$459K Buy
1,056
+156
+17% +$65.7K 0.18% 54
2023
Q2 		$385K Hold
900
– – 0.17% 53
2023
Q1 		$320K Buy
900
+375
+71% +$135K 0.16% 45
2022
Q4 		$197K Hold
525
– – 0.11% 68
2022
Q3 		$178K Hold
525
– – 0.12% 66
2022
Q2 		$171K Hold
525
– – 0.12% 66
2022
Q1 		$161K Hold
525
– – 0.11% 78
2021
Q4 		$130K Buy
+525
New +$115K 0.11% 83

Other funds holding MCK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return