Allegiance Financial Group Advisory Services’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$418K Sell
553
-105
-16% -$83.2K 0.07% 111
2026
Q1
$569K Sell
658
-27
-4% -$24.1K 0.11% 70
2025
Q4
$562K Buy
685
+54
+9% +$44.1K 0.12% 67
2025
Q3
$488K Sell
631
-58
-8% -$40.8K 0.11% 69
2025
Q2
$505K Buy
689
+6
+0.9% +$4.23K 0.13% 60
2025
Q1
$460K Buy
683
+306
+81% +$189K 0.14% 57
2024
Q4
$215K Buy
+377
New +$211K 0.07% 94

Other funds holding MCK

Allegiance Financial Group Advisory Services's MCK Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its McKesson (MCK) stake by 16% in Q2 2026, selling an estimated $83.2K and leaving 553 shares worth $418K. The position accounts for 0.07% of the portfolio, ranked #111.

Allegiance Financial Group Advisory Services first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $569K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 553 shares of McKesson worth $418K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 105 McKesson shares in Q2 2026, an estimated $83.2K.
  • McKesson made up 0.07% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #111 holding.
  • Allegiance Financial Group Advisory Services first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Allegiance Financial Group Advisory Services's McKesson position peaked at $569K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.