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Berger Financial Group’s McKesson MCK Stock Holding History

Berger 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
Q1 		$427K Buy
494
+1
+0.2% +$893 0.02% 308
2025
Q4 		$404K Sell
493
-2
-0.4% -$1.63K 0.02% 320
2025
Q3 		$382K Hold
495
– – 0.02% 315
2025
Q2 		$363K Sell
495
-108
-18% -$76.2K 0.02% 306
2025
Q1 		$406K Buy
603
+12
+2% +$7.42K 0.03% 286
2024
Q4 		$337K Buy
591
+40
+7% +$22.4K 0.02% 309
2024
Q3 		$273K Buy
551
+111
+25% +$61.8K 0.02% 328
2024
Q2 		$257K Buy
440
+6
+1% +$3.34K 0.02% 314
2024
Q1 		$233K Sell
434
-26
-6% -$13.2K 0.02% 325
2023
Q4 		$213K Sell
460
-10
-2% -$4.55K 0.02% 289
2023
Q3 		$204K Sell
470
-57
-11% -$24K 0.02% 268
2023
Q2 		$225K Buy
+527
New +$203K 0.03% 261

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's MCK Position: Q1 2026 in Review

Berger Financial Group increased its McKesson (MCK) stake by 0.2% in Q1 2026, buying an estimated $893 and bringing the position to 494 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #308.

Berger Financial Group first reported a position in MCK in Q2 2023 and has held it in 12 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Berger Financial Group held 494 shares of McKesson worth $427K as of Q1 2026.
  • Berger Financial Group bought 1 McKesson share in Q1 2026, an estimated $893.
  • McKesson made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #308 holding.
  • Berger Financial Group first reported a position in McKesson in Q2 2023 and has held it in 12 quarters since.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.