SurgoCap Partners’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196M Sell
268,155
-25,982
-9% -$19M 7.42% 8
2025
Q1
$198M Sell
294,137
-214,744
-42% -$145M 9.78% 4
2024
Q4
$290M Sell
508,881
-99,436
-16% -$56.7M 14.94% 1
2024
Q3
$301M Buy
608,317
+126,675
+26% +$62.6M 15.02% 1
2024
Q2
$281M Sell
481,642
-14,261
-3% -$8.33M 16.45% 1
2024
Q1
$266M Buy
495,903
+162,875
+49% +$87.4M 14.29% 1
2023
Q4
$154M Buy
+333,028
New +$154M 10.77% 2