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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
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

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

SYM Financial Corp's MCK Position: Q1 2026 in Review

SYM Financial Corp held its McKesson (MCK) position steady in Q1 2026 at 253 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #297.

SYM Financial Corp first reported a position in MCK in Q2 2024 and has held it in 4 quarters since. The position peaked at $228K in Q2 2025. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • SYM Financial Corp held 253 shares of McKesson worth $219K as of Q1 2026.
  • SYM Financial Corp left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #297 holding.
  • SYM Financial Corp first reported a position in McKesson in Q2 2024 and has held it in 4 quarters since.
  • SYM Financial Corp's McKesson position peaked at $228K in Q2 2025.
  • 2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.