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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
Q2 		$3.73M Buy
4,940
+257
+5% +$204K 0.05% 269
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 $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 Trail Advisors's MCK Position: Q2 2026 in Review

Summit Trail Advisors increased its McKesson (MCK) stake by 5.5% in Q2 2026, buying an estimated $204K and bringing the position to 4,940 shares worth $3.73M. The position accounts for 0.05% of the portfolio, ranked #269.

Summit Trail Advisors first reported a position in MCK in Q4 2017 and has held it in 14 quarters since. The position peaked at $4.05M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Summit Trail Advisors held 4,940 shares of McKesson worth $3.73M as of Q2 2026.
  • Summit Trail Advisors bought 257 McKesson shares in Q2 2026, an estimated $204K.
  • McKesson made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #269 holding.
  • Summit Trail Advisors first reported a position in McKesson in Q4 2017 and has held it in 14 quarters since.
  • Summit Trail Advisors's McKesson position peaked at $4.05M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.