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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's MCK Position: Q1 2026 in Review

Summit Securities Group reduced its McKesson (MCK) stake by 89% in Q1 2026, selling an estimated $145K and leaving 20 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Summit Securities Group first reported a position in MCK in Q4 2015 and has held it in 12 quarters since. The position peaked at $922K in Q4 2015. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Summit Securities Group held 20 shares of McKesson worth $17.3K as of Q1 2026.
Summit Securities Group sold 163 McKesson shares in Q1 2026, an estimated $145K.
McKesson made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #545 holding.
Summit Securities Group first reported a position in McKesson in Q4 2015 and has held it in 12 quarters since.
Summit Securities Group's McKesson position peaked at $922K in Q4 2015.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.