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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
Q2 		$368K Sell
487
-7
-1% -$5.55K 0.02% 346
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Berger Financial Group reduced its McKesson (MCK) stake by 1.4% in Q2 2026, selling an estimated $5.55K and leaving 487 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #346.

Berger Financial Group first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $427K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Berger Financial Group held 487 shares of McKesson worth $368K as of Q2 2026.
  • Berger Financial Group sold 7 McKesson shares in Q2 2026, an estimated $5.55K.
  • McKesson made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #346 holding.
  • Berger Financial Group first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
  • Berger Financial Group's McKesson position peaked at $427K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.