Bedel Financial Consulting’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
$209K Hold
277
0.02% 298
2026
Q1
$240K Hold
277
0.03% 266
2025
Q4
$227K Buy
+277
New +$226K 0.02% 262
2022
Q2
Sell
-191
Closed -$58K 591
2022
Q1
$58K Sell
191
-8
-4% -$2.18K 0.02% 363
2021
Q4
$49K Buy
199
+8
+4% +$1.76K 0.02% 395
2021
Q3
$38K Hold
191
0.01% 422
2021
Q2
$37K Hold
191
0.01% 430
2021
Q1
$37K Hold
191
0.01% 411
2020
Q4
$33K Hold
191
0.01% 375
2020
Q3
$28K Sell
191
-17
-8% -$2.58K 0.01% 383
2020
Q2
$32K Sell
208
-28
-12% -$4.04K 0.02% 337
2020
Q1
$32K Hold
236
0.02% 324
2019
Q4
$33K Hold
236
0.02% 351
2019
Q3
$32K Hold
236
0.02% 340
2019
Q2
$32K Hold
236
0.02% 339
2019
Q1
$28K Hold
236
0.02% 352
2018
Q4
$26K Buy
236
+147
+165% +$18.3K 0.02% 334
2018
Q3
$11K Sell
89
-41
-32% -$5.35K 0.01% 471
2018
Q2
$17K Sell
130
-10
-7% -$1.46K 0.01% 399
2018
Q1
$20K Buy
+140
New +$21.8K 0.02% 383

Other funds holding MCK

Bedel Financial Consulting's MCK Position: Q2 2026 in Review

Bedel Financial Consulting held its McKesson (MCK) position steady in Q2 2026 at 277 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #298.

Bedel Financial Consulting first reported a position in MCK in Q1 2018 and has held it in 20 quarters since. The position peaked at $240K in Q1 2026. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Bedel Financial Consulting held 277 shares of McKesson worth $209K as of Q2 2026.
  • Bedel Financial Consulting left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #298 holding.
  • Bedel Financial Consulting first reported a position in McKesson in Q1 2018 and has held it in 20 quarters since.
  • Bedel Financial Consulting's McKesson position peaked at $240K in Q1 2026.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.