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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
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

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Commonwealth Financial Services's MCK Position: Q2 2026 in Review

Commonwealth Financial Services increased its McKesson (MCK) stake by 11% in Q2 2026, buying an estimated $23K and bringing the position to 293 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #272.

Commonwealth Financial Services first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $228K in Q1 2026. 305 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Commonwealth Financial Services held 293 shares of McKesson worth $221K as of Q2 2026.
  • Commonwealth Financial Services bought 29 McKesson shares in Q2 2026, an estimated $23K.
  • McKesson made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #272 holding.
  • Commonwealth Financial Services first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Commonwealth Financial Services's McKesson position peaked at $228K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.