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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
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

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

SYM Financial Corp's MCK Position: Q2 2026 in Review

SYM Financial Corp sold out of McKesson (MCK) in Q2 2026, closing a stake of 253 shares — an estimated $219K sold.

SYM Financial Corp first reported a position in MCK in Q2 2024 and held it in 4 quarters. The position peaked at $228K in Q2 2025. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • SYM Financial Corp reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • SYM Financial Corp sold 253 McKesson shares in Q2 2026, an estimated $219K.
  • SYM Financial Corp first reported a position in McKesson in Q2 2024 and held it in 4 quarters.
  • SYM Financial Corp's McKesson position peaked at $228K in Q2 2025.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.