Venture Visionary Partners’s McKesson MCK Stock Holding History

Venture Visionary Partners’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	$800K	Sell	924 -90	-9%	-$80.3K	0.03%	352
2025 Q4	$832K	Buy	1,014 +90	+10%	+$73.4K	0.03%	344
2025 Q3	$714K	Hold	924	–	–	0.02%	348
2025 Q2	$677K	Hold	924	–	–	0.03%	345
2025 Q1	$622K	Sell	924 -105	-10%	-$64.9K	0.03%	344
2024 Q4	$586K	Buy	1,029 +292	+40%	+$164K	0.02%	339
2024 Q3	$364K	Sell	737 -24	-3%	-$13.4K	0.02%	432
2024 Q2	$444K	Hold	761	–	–	0.02%	400
2024 Q1	$409K	Hold	761	–	–	0.02%	414
2023 Q4	$352K	Sell	761 -10	-1%	-$4.55K	0.02%	410
2023 Q3	$335K	Hold	771	–	–	0.02%	397
2023 Q2	$329K	Hold	771	–	–	0.02%	404
2023 Q1	$275K	Hold	771	–	–	0.02%	421
2022 Q4	$289K	Sell	771 -9	-1%	-$3.36K	0.02%	396
2022 Q3	$265K	Sell	780 -37	-5%	-$12.8K	0.02%	390
2022 Q2	$267K	Hold	817	–	–	0.02%	400
2022 Q1	$250K	Buy	817 +9	+1%	+$2.45K	0.02%	443
2021 Q4	$200K	Buy	+808	New	+$177K	0.01%	495

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