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Beacon Investment Advisory Services’s McKesson MCK Stock Holding History

Beacon Investment Advisory Services’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
Q3 		– Sell
-3
Closed -$2.27K – 842
2026
Q2 		$2.27K Buy
+3
New +$2.38K ﹤0.01% 746

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MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Beacon Investment Advisory Services's MCK Position: Q3 2026 in Review

Beacon Investment Advisory Services sold out of McKesson (MCK) in Q3 2026, closing a stake of 3 shares — an estimated $2.27K sold.

Beacon Investment Advisory Services first reported a position in MCK in Q2 2026 and held it in 1 quarter. The position peaked at $2.27K in Q2 2026. 161 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Beacon Investment Advisory Services reported no remaining McKesson position as of Q3 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 3 McKesson shares in Q3 2026, an estimated $2.27K.
  • Beacon Investment Advisory Services first reported a position in McKesson in Q2 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's McKesson position peaked at $2.27K in Q2 2026.
  • 161 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.