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Summit Wealth Group (Colorado)’s McKesson MCK Stock Holding History

Summit Wealth Group (Colorado)’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 		$251K Buy
333
+5
+2% +$3.96K 0.02% 333
2026
Q1 		$284K Buy
+328
New +$293K 0.03% 269

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 Wealth Group (Colorado)'s MCK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its McKesson (MCK) stake by 1.5% in Q2 2026, buying an estimated $3.96K and bringing the position to 333 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #333.

Summit Wealth Group (Colorado) first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. The position peaked at $284K in Q1 2026. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Summit Wealth Group (Colorado) held 333 shares of McKesson worth $251K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 5 McKesson shares in Q2 2026, an estimated $3.96K.
  • McKesson made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #333 holding.
  • Summit Wealth Group (Colorado) first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Group (Colorado)'s McKesson position peaked at $284K in Q1 2026.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.