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Summit Financial’s McKesson MCK Stock Holding History

Summit Financial’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 		$4.29M Buy
5,678
+75
+1% +$59.5K 0.05% 388
2026
Q1 		$4.85M Buy
5,603
+3,874
+224% +$3.46M 0.06% 324
2025
Q4 		$1.42M Buy
1,729
+25
+1% +$20.4K 0.02% 563
2025
Q3 		$1.32M Sell
1,704
-94
-5% -$66.2K 0.02% 574
2025
Q2 		$1.32M Buy
1,798
+61
+4% +$43K 0.03% 364
2025
Q1 		$1.17M Buy
1,737
+390
+29% +$241K 0.03% 342
2024
Q4 		$769K Buy
1,347
+222
+20% +$124K 0.03% 368
2024
Q3 		$557K Buy
1,125
+89
+9% +$49.6K 0.02% 358
2024
Q2 		$606K Buy
1,036
+630
+155% +$351K 0.03% 299
2024
Q1 		$218K Sell
406
-121
-23% -$61.4K 0.01% 361
2023
Q4 		$244K Buy
+527
New +$240K 0.02% 318

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
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

Summit Financial's MCK Position: Q2 2026 in Review

Summit Financial increased its McKesson (MCK) stake by 1.3% in Q2 2026, buying an estimated $59.5K and bringing the position to 5,678 shares worth $4.29M. The position accounts for 0.05% of the portfolio, ranked #388.

Summit Financial first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.85M in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Summit Financial held 5,678 shares of McKesson worth $4.29M as of Q2 2026.
  • Summit Financial bought 75 McKesson shares in Q2 2026, an estimated $59.5K.
  • McKesson made up 0.05% of Summit Financial's portfolio in Q2 2026, its #388 holding.
  • Summit Financial first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Summit Financial's McKesson position peaked at $4.85M in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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