Summit Global Investments’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.92M Sell
8,079
-224
-3% -$164K 0.35% 52
2025
Q1
$5.59M Sell
8,303
-11,841
-59% -$7.97M 0.41% 42
2024
Q4
$11.5M Sell
20,144
-1,503
-7% -$857K 0.72% 29
2024
Q3
$10.7M Buy
21,647
+3,476
+19% +$1.72M 0.68% 33
2024
Q2
$10.6M Sell
18,171
-1,335
-7% -$780K 0.72% 29
2024
Q1
$10.5M Sell
19,506
-10,506
-35% -$5.64M 0.78% 33
2023
Q4
$13.9M Buy
30,012
+3,593
+14% +$1.66M 0.91% 22
2023
Q3
$11.5M Buy
26,419
+103
+0.4% +$44.8K 0.77% 30
2023
Q2
$11.2M Sell
26,316
-625
-2% -$267K 0.74% 31
2023
Q1
$9.59M Buy
26,941
+2,787
+12% +$992K 0.74% 28
2022
Q4
$9.06M Buy
24,154
+2,020
+9% +$758K 0.76% 29
2022
Q3
$7.52M Buy
22,134
+106
+0.5% +$36K 0.7% 35
2022
Q2
$7.19M Buy
22,028
+149
+0.7% +$48.6K 0.63% 38
2022
Q1
$6.7M Buy
+21,879
New +$6.7M 0.49% 53
2017
Q2
Sell
-6,180
Closed -$916K 265
2017
Q1
$916K Buy
6,180
+450
+8% +$66.7K 0.3% 73
2016
Q4
$805K Buy
+5,730
New +$805K 0.29% 75