Trust Point Inc’s McKesson MCK Stock Holding History

Trust Point Inc’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 Q2	–	Sell	-329	Closed	-$221K	–	447
2025 Q1	$221K	Sell	329 -195	-37%	-$121K	0.02%	414
2024 Q4	$299K	Sell	524 -160	-23%	-$89.6K	0.02%	424
2024 Q3	$338K	Buy	684 +5	+0.7%	+$2.78K	0.03%	362
2024 Q2	$397K	Sell	679 -274	-29%	-$153K	0.03%	312
2024 Q1	$512K	Sell	953 -508	-35%	-$258K	0.04%	282
2023 Q4	$676K	Buy	+1,461	New	+$664K	0.06%	212

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return