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Compass Financial Group (South Dakota)’s McKesson MCK Stock Holding History

Compass Financial Group (South Dakota)’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 		– Sell
-243
Closed -$210K – 120
2026
Q1 		$210K Buy
+243
New +$217K 0.03% 98

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Compass Financial Group (South Dakota)'s MCK Position: Q2 2026 in Review

Compass Financial Group (South Dakota) sold out of McKesson (MCK) in Q2 2026, closing a stake of 243 shares — an estimated $210K sold.

Compass Financial Group (South Dakota) first reported a position in MCK in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Compass Financial Group (South Dakota) reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Compass Financial Group (South Dakota) sold 243 McKesson shares in Q2 2026, an estimated $210K.
  • Compass Financial Group (South Dakota) first reported a position in McKesson in Q1 2026 and held it in 1 quarter.
  • Compass Financial Group (South Dakota)'s McKesson position peaked at $210K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.