Regatta Capital Group’s McKesson MCK Stock Holding History

Regatta Capital Group’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	$325K	Sell	375 -61	-14%	-$54.4K	0.05%	164
2025 Q4	$358K	Sell	436 -5	-1%	-$4.08K	0.05%	151
2025 Q3	$341K	Sell	441 -19	-4%	-$13.4K	0.05%	163
2025 Q2	$337K	Buy	460 +1	+0.2%	+$706	0.06%	164
2025 Q1	$309K	Sell	459 -26	-5%	-$16.1K	0.06%	156
2024 Q4	$276K	Sell	485 -13	-3%	-$7.28K	0.05%	161
2024 Q3	$246K	Sell	498 -8	-2%	-$4.46K	0.05%	171
2024 Q2	$296K	Sell	506 -3	-0.6%	-$1.67K	0.06%	153
2024 Q1	$273K	Sell	509 -3	-0.6%	-$1.52K	0.06%	155
2023 Q4	$237K	Sell	512 -10	-2%	-$4.55K	0.06%	149
2023 Q3	$227K	Hold	522	–	–	0.07%	147
2023 Q2	$223K	Sell	522 -76	-13%	-$29.2K	0.07%	155
2023 Q1	$224K	Hold	598	–	–	0.08%	158
2022 Q4	$224K	Sell	598 -5,121	-90%	-$1.91M	0.08%	158
2022 Q3	$1.87M	Buy	5,719 +52	+0.9%	+$18.1K	0.76%	29
2022 Q2	$1.85M	Buy	5,667 +147	+3%	+$47K	0.88%	19
2022 Q1	$1.69M	Buy	5,520 +70	+1%	+$19K	0.58%	40
2021 Q4	$1.35M	Buy	+5,450	New	+$1.2M	0.47%	53

Other funds holding MCK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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