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Summit Global Investments’s McKesson MCK Stock Holding History

Summit Global Investments’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 		$2.21M Sell
2,549
-2,435
-49% -$2.17M 0.13% 85
2025
Q4 		$4.09M Sell
4,984
-2,886
-37% -$2.36M 0.24% 50
2025
Q3 		$6.08M Sell
7,870
-209
-3% -$147K 0.36% 46
2025
Q2 		$5.92M Sell
8,079
-224
-3% -$158K 0.35% 52
2025
Q1 		$5.59M Sell
8,303
-11,841
-59% -$7.32M 0.41% 42
2024
Q4 		$11.5M Sell
20,144
-1,503
-7% -$842K 0.72% 29
2024
Q3 		$10.7M Buy
21,647
+3,476
+19% +$1.94M 0.68% 33
2024
Q2 		$10.6M Sell
18,171
-1,335
-7% -$743K 0.72% 29
2024
Q1 		$10.5M Sell
19,506
-10,506
-35% -$5.33M 0.78% 33
2023
Q4 		$13.9M Buy
30,012
+3,593
+14% +$1.63M 0.91% 22
2023
Q3 		$11.5M Buy
26,419
+103
+0.4% +$43.4K 0.77% 30
2023
Q2 		$11.2M Sell
26,316
-625
-2% -$240K 0.74% 31
2023
Q1 		$9.59M Buy
26,941
+2,787
+12% +$1.01M 0.74% 28
2022
Q4 		$9.06M Buy
24,154
+2,020
+9% +$753K 0.76% 29
2022
Q3 		$7.52M Buy
22,134
+106
+0.5% +$36.8K 0.7% 35
2022
Q2 		$7.19M Buy
22,028
+149
+0.7% +$47.7K 0.63% 38
2022
Q1 		$6.7M Buy
+21,879
New +$5.95M 0.49% 53
2017
Q2 		– Sell
-6,180
Closed -$916K – 265
2017
Q1 		$916K Buy
6,180
+450
+8% +$65.9K 0.3% 73
2016
Q4 		$805K Buy
+5,730
New +$843K 0.29% 75

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 Global Investments's MCK Position: Q1 2026 in Review

Summit Global Investments reduced its McKesson (MCK) stake by 49% in Q1 2026, selling an estimated $2.17M and leaving 2,549 shares worth $2.21M. The position accounts for 0.13% of the portfolio, ranked #85.

Summit Global Investments first reported a position in MCK in Q4 2016 and has held it in 19 quarters since. The position peaked at $13.9M in Q4 2023. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Summit Global Investments held 2,549 shares of McKesson worth $2.21M as of Q1 2026.
  • Summit Global Investments sold 2,435 McKesson shares in Q1 2026, an estimated $2.17M.
  • McKesson made up 0.13% of Summit Global Investments's portfolio in Q1 2026, its #85 holding.
  • Summit Global Investments first reported a position in McKesson in Q4 2016 and has held it in 19 quarters since.
  • Summit Global Investments's McKesson position peaked at $13.9M in Q4 2023.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.