Shufro Rose & Co’s McKesson MCK Stock Holding History

Shufro Rose & Co’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	-300	Closed	-$202K	–	331
2025 Q3	$202K	Hold	300	–	–	0.02%	284
2025 Q2	$202K	Hold	300	–	–	0.02%	280
2025 Q1	$202K	Buy	+300	New	+$185K	0.02%	284
2022 Q2	–	Sell	-700	Closed	-$214K	–	340
2022 Q1	$214K	Sell	700 -2,000	-74%	-$544K	0.02%	281
2021 Q4	$671K	Hold	2,700	–	–	0.05%	158
2021 Q3	$538K	Hold	2,700	–	–	0.04%	162
2021 Q2	$516K	Hold	2,700	–	–	0.04%	159
2021 Q1	$527K	Hold	2,700	–	–	0.04%	158
2020 Q4	$470K	Hold	2,700	–	–	0.04%	166
2020 Q3	$402K	Hold	2,700	–	–	0.04%	175
2020 Q2	$414K	Hold	2,700	–	–	0.04%	172
2020 Q1	$365K	Hold	2,700	–	–	0.04%	176
2019 Q4	$373K	Hold	2,700	–	–	0.03%	200
2019 Q3	$369K	Hold	2,700	–	–	0.04%	194
2019 Q2	$363K	Buy	+2,700	New	+$337K	0.04%	198
2019 Q1	–	Sell	-700	Closed	-$77K	–	312
2018 Q4	$77K	Sell	700 -2,600	-79%	-$324K	0.01%	280
2018 Q3	$438K	Buy	3,300 +100	+3%	+$13K	0.04%	188
2018 Q2	$427K	Buy	+3,200	New	+$468K	0.04%	178

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