COMPASS FINANCIAL MANAGEMENT LLC’s McKesson MCK Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 Q2	$2.34M	Buy	+2,822	New	+$2.24M	0.28%	95

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MCK Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in McKesson (MCK) in Q2 2026: 2,822 shares worth $2.34M. The stake represents 0.28% of the portfolio and ranks #95 among its holdings.

1,516 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,822 shares of McKesson worth $2.34M as of Q2 2026.
McKesson was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
McKesson made up 0.28% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #95 holding.
1,516 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.