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Compass Financial Management’s McKesson MCK Stock Holding History

Compass Financial Management’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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Financial Management's MCK Position: Q2 2026 in Review

Compass Financial Management 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.

1,909 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Compass Financial Management held 2,822 shares of McKesson worth $2.34M as of Q2 2026.
  • McKesson was a new Compass Financial Management position in Q2 2026.
  • McKesson made up 0.28% of Compass Financial Management's portfolio in Q2 2026, its #95 holding.
  • 1,909 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.