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
2019 Q1	–	Sell	-2,000	Closed	-$221K	–	310
2018 Q4	$221K	Buy	+2,000	New	+$249K	0.02%	239

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

Shufro Rose & Co's MCK Position: Q4 2025 in Review

Shufro Rose & Co sold out of McKesson (MCK) in Q4 2025, closing a stake of 300 shares — an estimated $202K sold.

Shufro Rose & Co first reported a position in MCK in Q2 2018 and held it in 18 quarters. The position peaked at $671K in Q4 2021. 1,998 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

Shufro Rose & Co reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
Shufro Rose & Co sold 300 McKesson shares in Q4 2025, an estimated $202K.
Shufro Rose & Co first reported a position in McKesson in Q2 2018 and held it in 18 quarters.
Shufro Rose & Co's McKesson position peaked at $671K in Q4 2021.
1,998 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Shufro Rose & Co's 13F filing for Q4 2025, filed 9 Feb 2026.