Summit Trail Advisors’s McKesson MCK Stock Holding History

Summit Trail Advisors’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
2025 Q2	$3.08M	Buy
2025 Q1	$1.62M	Buy
2024 Q4	$1.02M	Buy
2024 Q3	$693K	Buy
2024 Q2	$732K	Buy
2024 Q1	$667K	Buy
2023 Q4	$485K	Buy
2023 Q3	$417K	Buy
2023 Q2	$330K	Buy
2018 Q1	–	Sell
2017 Q4	$79K	Buy