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 Q1	$210K	Buy	+243	New	+$217K	0.03%	98

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Compass Financial Group (South Dakota)'s MCK Position: Q1 2026 in Review

Compass Financial Group (South Dakota) opened a new position in McKesson (MCK) in Q1 2026: 243 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #98 among its holdings.

2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Compass Financial Group (South Dakota) held 243 shares of McKesson worth $210K as of Q1 2026.
McKesson was a new Compass Financial Group (South Dakota) position in Q1 2026.
McKesson made up 0.03% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #98 holding.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.