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BFSG LLC’s McKesson MCK Stock Holding History

BFSG LLC’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 		$952K Hold
1,259
– – 0.08% 173
2026
Q1 		$1.09M Sell
1,259
-156
-11% -$139K 0.1% 164
2025
Q4 		$1.16M Sell
1,415
-56
-4% -$45.7K 0.11% 161
2025
Q3 		$1.14M Hold
1,471
– – 0.11% 171
2025
Q2 		$1.08M Buy
+1,471
New +$1.04M 0.12% 155
2022
Q3 		– Sell
-2,856
Closed -$932K – 186
2022
Q2 		$932K Buy
2,856
+181
+7% +$57.9K 0.17% 125
2022
Q1 		$819K Buy
+2,675
New +$727K 0.13% 135

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

BFSG LLC's MCK Position: Q2 2026 in Review

BFSG LLC held its McKesson (MCK) position steady in Q2 2026 at 1,259 shares worth $952K. The position accounts for 0.08% of the portfolio, ranked #173.

BFSG LLC first reported a position in MCK in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2025. 353 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • BFSG LLC held 1,259 shares of McKesson worth $952K as of Q2 2026.
  • BFSG LLC left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.08% of BFSG LLC's portfolio in Q2 2026, its #173 holding.
  • BFSG LLC first reported a position in McKesson in Q1 2022 and has held it in 7 quarters since.
  • BFSG LLC's McKesson position peaked at $1.16M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.