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 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 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

Syverson Strege & Co's MCK Position: Q1 2026 in Review

Syverson Strege & Co increased its McKesson (MCK) stake by 3.3% in Q1 2026, buying an estimated $17.9K and bringing the position to 634 shares worth $549K. The position accounts for 0.13% of the portfolio, ranked #70.

Syverson Strege & Co first reported a position in MCK in Q2 2025 and has held it in 4 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Syverson Strege & Co held 634 shares of McKesson worth $549K as of Q1 2026.
Syverson Strege & Co bought 20 McKesson shares in Q1 2026, an estimated $17.9K.
McKesson made up 0.13% of Syverson Strege & Co's portfolio in Q1 2026, its #70 holding.
Syverson Strege & Co first reported a position in McKesson in Q2 2025 and has held it in 4 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.