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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
2026
Q1 		$4.05M Buy
4,683
+155
+3% +$138K 0.06% 211
2025
Q4 		$3.72M Sell
4,528
-396
-8% -$323K 0.06% 177
2025
Q3 		$3.81M Buy
4,924
+724
+17% +$510K 0.05% 188
2025
Q2 		$3.08M Buy
4,200
+1,801
+75% +$1.27M 0.05% 180
2025
Q1 		$1.62M Buy
2,399
+603
+34% +$373K 0.05% 114
2024
Q4 		$1.02M Buy
1,796
+395
+28% +$221K 0.04% 136
2024
Q3 		$693K Buy
1,401
+149
+12% +$83K 0.02% 329
2024
Q2 		$732K Buy
1,252
+10
+0.8% +$5.57K 0.02% 294
2024
Q1 		$667K Buy
1,242
+194
+19% +$98.5K 0.02% 280
2023
Q4 		$485K Buy
1,048
+91
+10% +$41.4K 0.02% 286
2023
Q3 		$417K Buy
957
+185
+24% +$78K 0.02% 307
2023
Q2 		$330K Buy
+772
New +$297K 0.01% 352
2018
Q1 		– Sell
-460
Closed -$79K – 1167
2017
Q4 		$79K Buy
+460
New +$68.1K 0.01% 694

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 Trail Advisors's MCK Position: Q1 2026 in Review

Summit Trail Advisors increased its McKesson (MCK) stake by 3.4% in Q1 2026, buying an estimated $138K and bringing the position to 4,683 shares worth $4.05M. The position accounts for 0.06% of the portfolio, ranked #211.

Summit Trail Advisors first reported a position in MCK in Q4 2017 and has held it in 13 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Summit Trail Advisors held 4,683 shares of McKesson worth $4.05M as of Q1 2026.
  • Summit Trail Advisors bought 155 McKesson shares in Q1 2026, an estimated $138K.
  • McKesson made up 0.06% of Summit Trail Advisors's portfolio in Q1 2026, its #211 holding.
  • Summit Trail Advisors first reported a position in McKesson in Q4 2017 and has held it in 13 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.