Synergy Investment Management’s McKesson MCK Stock Holding History

Synergy Investment Management’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	$9.52K	Buy	+11	New	+$9.82K	﹤0.01%	501

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

Synergy Investment Management's MCK Position: Q1 2026 in Review

Synergy Investment Management opened a new position in McKesson (MCK) in Q1 2026: 11 shares worth $9.52K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings.

2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Synergy Investment Management held 11 shares of McKesson worth $9.52K as of Q1 2026.
McKesson was a new Synergy Investment Management position in Q1 2026.
McKesson made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #501 holding.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.