SYM Financial Corp
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SYM Financial Corp’s McKesson MCK Stock Holding History

SYM Financial Corp’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
Q3 		$245K Buy
+288
New +$248K 0.02% 344
2026
Q2 		– Sell
-253
Closed -$219K – 556
2026
Q1 		$219K Hold
253
– – 0.02% 297
2025
Q4 		$208K Buy
+253
New +$206K 0.02% 311
2025
Q3 		– Sell
-311
Closed -$228K – 445
2025
Q2 		$228K Buy
+311
New +$219K 0.03% 274
2024
Q3 		– Sell
-366
Closed -$214K – 282
2024
Q2 		$214K Buy
+366
New +$204K 0.03% 144

Other funds holding MCK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

SYM Financial Corp's MCK Position: Q3 2026 in Review

SYM Financial Corp opened a new position in McKesson (MCK) in Q3 2026: 288 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #344 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in MCK as recently as Q1 2026.

SYM Financial Corp first reported a position in MCK in Q2 2024 and has held it in 5 quarters since. 1,274 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • SYM Financial Corp held 288 shares of McKesson worth $245K as of Q3 2026.
  • McKesson was a new SYM Financial Corp position in Q3 2026.
  • McKesson made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #344 holding.
  • SYM Financial Corp first reported a position in McKesson in Q2 2024 and has held it in 5 quarters since.
  • 1,274 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.