SSG
MCK icon

Summit Securities Group’s McKesson MCK Stock Holding History

Summit Securities Group’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 		$108K Buy
143
+123
+615% +$97.5K 0.01% 371
2026
Q1 		$17.3K Sell
20
-163
-89% -$145K ﹤0.01% 545
2025
Q4 		$150K Sell
183
-33
-15% -$26.9K 0.02% 385
2025
Q3 		$167K Buy
216
+131
+154% +$92.3K 0.03% 290
2025
Q2 		$62.3K Buy
+85
New +$60K 0.01% 477
2023
Q3 		– Sell
-177
Closed -$76K – 844
2023
Q2 		$76K Sell
177
-101
-36% -$38.8K 0.01% 327
2023
Q1 		$99K Buy
278
+135
+94% +$48.8K 0.01% 297
2022
Q4 		$54K Sell
143
-401
-74% -$150K ﹤0.01% 702
2022
Q3 		$185K Buy
544
+241
+80% +$83.7K 0.01% 428
2022
Q2 		$99K Buy
303
+242
+397% +$77.4K 0.01% 411
2022
Q1 		$19K Sell
61
-1,255
-95% -$341K ﹤0.01% 722
2021
Q4 		$327K Buy
+1,316
New +$289K 0.02% 472
2016
Q1 		– Sell
-4,675
Closed -$922K – 262
2015
Q4 		$922K Buy
+4,675
New +$883K 0.3% 53

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 Securities Group's MCK Position: Q2 2026 in Review

Summit Securities Group increased its McKesson (MCK) stake by 615% in Q2 2026, buying an estimated $97.5K and bringing the position to 143 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #371.

Summit Securities Group first reported a position in MCK in Q4 2015 and has held it in 13 quarters since. The position peaked at $922K in Q4 2015. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Summit Securities Group held 143 shares of McKesson worth $108K as of Q2 2026.
  • Summit Securities Group bought 123 McKesson shares in Q2 2026, an estimated $97.5K.
  • McKesson made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #371 holding.
  • Summit Securities Group first reported a position in McKesson in Q4 2015 and has held it in 13 quarters since.
  • Summit Securities Group's McKesson position peaked at $922K in Q4 2015.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.