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Charles Schwab Trust Co: MCK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on MCK, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 994,049 MCK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 994,049 shares
    Change vs previous 13F +48,466 shares

    0.1% of the 13F portfolio, value $751,103,424.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 993,404 shares
    • Charles Schwab Trust Co: 645 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 945,583 shares
    Change vs previous 13F +10,695 shares

    0.12% of the 13F portfolio, value $818,269,705.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 944,938 shares
    • Charles Schwab Trust Co: 645 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 934,888 shares
    Change vs previous 13F +16,060 shares

    0.12% of the 13F portfolio, value $766,879,278.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 934,164 shares
    • Charles Schwab Trust Co: 724 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 918,828 shares
    Change vs previous 13F +32,282 shares

    0.11% of the 13F portfolio, value $709,831,384.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 918,190 shares
    • Charles Schwab Trust Co: 638 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 886,546 shares
    Change vs previous 13F +26,876 shares

    0.11% of the 13F portfolio, value $649,643,178.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 885,908 shares
    • Charles Schwab Trust Co: 638 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 859,670 shares
    Change vs previous 13F +25,406 shares

    0.11% of the 13F portfolio, value $578,549,313.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 859,057 shares
    • Charles Schwab Trust Co: 613 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 834,264 shares
    Change vs previous 13F -4,975 shares

    0.09% of the 13F portfolio, value $475,455,575.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 833,651 shares
    • Charles Schwab Trust Co: 613 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 839,239 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $414,936,689.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).