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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
2019
Q1 		– Sell
-44
Closed -$486K – 298
2018
Q4 		$486K Buy
+44
New +$5.49K 0.04% 201

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 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.