BFG
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Beacon Financial Group’s McKesson MCK Stock Holding History

Beacon Financial Group’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 		$3.83M Sell
5,074
-226
-4% -$179K 0.35% 68
2026
Q1 		$4.59M Sell
5,300
-129
-2% -$115K 0.46% 60
2025
Q4 		$4.45M Sell
5,429
-64
-1% -$52.2K 0.44% 58
2025
Q3 		$4.24M Sell
5,493
-15
-0.3% -$10.6K 0.42% 64
2025
Q2 		$4.04M Sell
5,508
-73
-1% -$51.5K 0.42% 64
2025
Q1 		$3.76M Sell
5,581
-210
-4% -$130K 0.41% 64
2024
Q4 		$3.3M Sell
5,791
-84
-1% -$47K 0.36% 74
2024
Q3 		$2.9M Sell
5,875
-82
-1% -$45.7K 0.31% 80
2024
Q2 		$3.48M Sell
5,957
-225
-4% -$125K 0.4% 67
2024
Q1 		$3.32M Sell
6,182
-210
-3% -$107K 0.38% 71
2023
Q4 		$2.96M Sell
6,392
-148
-2% -$67.3K 0.36% 75
2023
Q3 		$2.7M Sell
6,540
-182
-3% -$76.7K 0.38% 76
2023
Q2 		$2.83M Sell
6,722
-88
-1% -$33.8K 0.38% 74
2023
Q1 		$2.52M Sell
6,810
-418
-6% -$151K 0.35% 75
2022
Q4 		$2.71M Sell
7,228
-246
-3% -$91.8K 0.37% 75
2022
Q3 		$2.56M Buy
7,474
+58
+0.8% +$20.1K 0.4% 68
2022
Q2 		$2.38M Sell
7,416
-140
-2% -$44.8K 0.35% 80
2022
Q1 		$2.33M Sell
7,556
-103
-1% -$28K 0.31% 87
2021
Q4 		$1.9M Sell
7,659
-270
-3% -$59.3K 0.25% 93
2021
Q3 		$1.63M Sell
7,929
-203
-2% -$40.6K 0.22% 99
2021
Q2 		$1.58M Sell
8,132
-2,807
-26% -$542K 0.22% 106
2021
Q1 		$1.3M Hold
10,939
– – 0.2% 110
2020
Q4 		$1.3M Buy
10,939
+2,351
+27% +$392K 0.2% 112
2020
Q3 		$1.28M Sell
8,588
-428
-5% -$65K 0.23% 106
2020
Q2 		$1.37M Buy
9,016
+56
+0.6% +$8.09K 0.26% 97
2020
Q1 		$1.24M Buy
8,960
+215
+2% +$31.5K 0.27% 95
2019
Q4 		$1.19M Hold
8,745
– – 0.15% 112
2019
Q3 		$1.19M Sell
8,745
-281
-3% -$39.9K 0.2% 106
2019
Q2 		$1.21M Buy
9,026
+115
+1% +$14.3K 0.21% 105
2019
Q1 		$1.04K Buy
8,911
+596
+7% +$73.6K 0.17% 108
2018
Q4 		$915K Sell
8,315
-297
-3% -$37K 0.17% 109
2018
Q3 		$1.14M Buy
8,612
+12
+0.1% +$1.56K 0.19% 94
2018
Q2 		$1.15M Sell
8,600
-226
-3% -$33.1K 0.19% 95
2018
Q1 		$1.24M Buy
8,826
+329
+4% +$51.3K 0.21% 91
2017
Q4 		$1.32M Sell
8,497
-160
-2% -$23.7K 0.23% 86
2017
Q3 		$1.33M Sell
8,657
-176
-2% -$27.5K 0.24% 78
2017
Q2 		$1.45M Buy
8,833
+625
+8% +$94.8K 0.27% 76
2017
Q1 		$1.23M Buy
8,208
+917
+13% +$134K 0.23% 79
2016
Q4 		$1.02M Buy
7,291
+3,091
+74% +$455K 0.21% 80
2016
Q3 		$691K Buy
+4,200
New +$783K 0.15% 102

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Financial Group's MCK Position: Q2 2026 in Review

Beacon Financial Group reduced its McKesson (MCK) stake by 4.3% in Q2 2026, selling an estimated $179K and leaving 5,074 shares worth $3.83M. The position accounts for 0.35% of the portfolio, ranked #68.

Beacon Financial Group first reported a position in MCK in Q3 2016 and has held it in 40 quarters since. The position peaked at $4.59M in Q1 2026. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Beacon Financial Group held 5,074 shares of McKesson worth $3.83M as of Q2 2026.
  • Beacon Financial Group sold 226 McKesson shares in Q2 2026, an estimated $179K.
  • McKesson made up 0.35% of Beacon Financial Group's portfolio in Q2 2026, its #68 holding.
  • Beacon Financial Group first reported a position in McKesson in Q3 2016 and has held it in 40 quarters since.
  • Beacon Financial Group's McKesson position peaked at $4.59M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.