Symphony Financial’s McKesson MCK Stock Holding History

Symphony Financial’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	-269	Closed	-$232K	–	381
2026 Q1	$232K	Sell	269 -25	-9%	-$22.3K	0.03%	279
2025 Q4	$242K	Buy	+294	New	+$240K	0.03%	255

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Symphony Financial's MCK Position: Q2 2026 in Review

Symphony Financial sold out of McKesson (MCK) in Q2 2026, closing a stake of 269 shares — an estimated $232K sold.

Symphony Financial first reported a position in MCK in Q4 2025 and held it in 2 quarters. The position peaked at $242K in Q4 2025. 1,681 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Symphony Financial reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Symphony Financial sold 269 McKesson shares in Q2 2026, an estimated $232K.
Symphony Financial first reported a position in McKesson in Q4 2025 and held it in 2 quarters.
Symphony Financial's McKesson position peaked at $242K in Q4 2025.
1,681 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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