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Syverson Strege & Co’s McKesson MCK Stock Holding History

Syverson Strege & Co’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 		$471K Sell
623
-11
-2% -$8.72K 0.1% 93
2026
Q1 		$549K Buy
634
+20
+3% +$17.9K 0.13% 70
2025
Q4 		$504K Buy
614
+41
+7% +$33.5K 0.12% 71
2025
Q3 		$443K Sell
573
-38
-6% -$26.8K 0.11% 78
2025
Q2 		$448K Buy
+611
New +$431K 0.11% 76

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 $3.38T AUM 44.17% 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

Syverson Strege & Co's MCK Position: Q2 2026 in Review

Syverson Strege & Co reduced its McKesson (MCK) stake by 1.7% in Q2 2026, selling an estimated $8.72K and leaving 623 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #93.

Syverson Strege & Co first reported a position in MCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $549K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Syverson Strege & Co held 623 shares of McKesson worth $471K as of Q2 2026.
  • Syverson Strege & Co sold 11 McKesson shares in Q2 2026, an estimated $8.72K.
  • McKesson made up 0.1% of Syverson Strege & Co's portfolio in Q2 2026, its #93 holding.
  • Syverson Strege & Co first reported a position in McKesson in Q2 2025 and has held it in 5 quarters since.
  • Syverson Strege & Co's McKesson position peaked at $549K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.