Commonwealth Financial Services
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Commonwealth Financial Services’s McKesson MCK Stock Holding History

Commonwealth Financial 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 		$260K Buy
304
+11
+4% +$9.46K 0.05% 208
2026
Q2 		$221K Buy
293
+29
+11% +$23K 0.03% 272
2026
Q1 		$228K Buy
264
+3
+1% +$2.68K 0.04% 237
2025
Q4 		$214K Buy
+261
New +$213K 0.04% 217

Other funds holding MCK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Financial Services's MCK Position: Q3 2026 in Review

Commonwealth Financial Services increased its McKesson (MCK) stake by 3.8% in Q3 2026, buying an estimated $9.46K and bringing the position to 304 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #208.

Commonwealth Financial Services first reported a position in MCK in Q4 2025 and has held it in 4 quarters since. 1,380 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Commonwealth Financial Services held 304 shares of McKesson worth $260K as of Q3 2026.
  • Commonwealth Financial Services bought 11 McKesson shares in Q3 2026, an estimated $9.46K.
  • McKesson made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #208 holding.
  • Commonwealth Financial Services first reported a position in McKesson in Q4 2025 and has held it in 4 quarters since.
  • 1,380 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.