Symmetry Partners’s McKesson MCK Stock Holding History

Symmetry Partners’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	$232K	Buy	+268	New	+$239K	0.01%	176
2024 Q3	–	Sell	-3,817	Closed	-$2.23M	–	339
2024 Q2	$2.23M	Hold	3,817	–	–	0.11%	76
2024 Q1	$2.05M	Sell	3,817 -2,992	-44%	-$1.52M	0.16%	85
2023 Q4	$3.12M	Sell	6,809 -646	-9%	-$294K	0.17%	63
2023 Q3	$3.24M	Hold	7,455	–	–	0.18%	64
2023 Q2	$3.19M	Hold	7,455	–	–	0.17%	70
2023 Q1	$2.65M	Sell	7,455 -73	-1%	-$26.4K	0.15%	77
2022 Q4	$2.82M	Sell	7,528 -1,508	-17%	-$562K	0.17%	70
2022 Q3	$3.07M	Buy	9,036 +4,448	+97%	+$1.54M	0.21%	61
2022 Q2	$1.5M	Buy	4,588 +1,061	+30%	+$339K	0.1%	108
2022 Q1	$1.08M	Buy	3,527 +480	+16%	+$131K	0.07%	182
2021 Q4	$757K	Hold	3,047	–	–	0.05%	287
2021 Q3	$604K	Sell	3,047 -467	-13%	-$93.4K	0.04%	342
2021 Q2	$672K	Sell	3,514 -2,882	-45%	-$557K	0.04%	326
2021 Q1	$1.25M	Sell	6,396 -455	-7%	-$83.1K	0.09%	157
2020 Q4	$1.19M	Sell	6,851 -395	-5%	-$65.8K	0.09%	151
2020 Q3	$1.08M	Buy	7,246 +4,153	+134%	+$631K	0.09%	148
2020 Q2	$475K	Buy	+3,093	New	+$447K	0.06%	156
2020 Q1	–	Sell	-2,035	Closed	-$281K	–	325
2019 Q4	$281K	Buy	+2,035	New	+$288K	0.06%	264

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Symmetry Partners's MCK Position: Q1 2026 in Review

Symmetry Partners opened a new position in McKesson (MCK) in Q1 2026: 268 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in MCK as recently as Q2 2024.

Symmetry Partners first reported a position in MCK in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.24M in Q3 2023. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Symmetry Partners held 268 shares of McKesson worth $232K as of Q1 2026.
McKesson was a new Symmetry Partners position in Q1 2026.
McKesson made up 0.01% of Symmetry Partners's portfolio in Q1 2026, its #176 holding.
Symmetry Partners first reported a position in McKesson in Q4 2019 and has held it in 19 quarters since.
Symmetry Partners's McKesson position peaked at $3.24M in Q3 2023.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Symmetry Partners's 13F filing for Q1 2026, filed 27 Apr 2026.