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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's MCK Position: Q1 2026 in Review

Summit Financial increased its McKesson (MCK) stake by 224% in Q1 2026, buying an estimated $3.46M and bringing the position to 5,603 shares worth $4.85M. The position accounts for 0.06% of the portfolio, ranked #324.

Summit Financial first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Summit Financial held 5,603 shares of McKesson worth $4.85M as of Q1 2026.
  • Summit Financial bought 3,874 McKesson shares in Q1 2026, an estimated $3.46M.
  • McKesson made up 0.06% of Summit Financial's portfolio in Q1 2026, its #324 holding.
  • Summit Financial first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.