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Community Financial Services Group’s McKesson MCK Stock Holding History

Community Financial Services 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 		$427K Buy
556
+348
+167% +$276K 0.06% 98
2026
Q1 		$181K Buy
+208
New +$186K 0.03% 117
2018
Q1 		– Sell
-1,305
Closed -$204K – 74
2017
Q4 		$204K Buy
+1,305
New +$193K 0.08% 66
2015
Q4 		– Sell
-710
Closed -$131K – 156
2015
Q3 		$131K Hold
710
– – 0.07% 80
2015
Q2 		$160K Sell
710
-71
-9% -$16.4K 0.08% 77
2015
Q1 		$177K Sell
781
-1,069
-58% -$237K 0.08% 74
2014
Q4 		$384K Sell
1,850
-306
-14% -$62.2K 0.18% 57
2014
Q3 		$420K Sell
2,156
-170
-7% -$32.7K 0.21% 55
2014
Q2 		$433K Sell
2,326
-173
-7% -$30.8K 0.21% 55
2014
Q1 		$441K Sell
2,499
-24,768
-91% -$4.33M 0.22% 55
2013
Q4 		$4.4M Sell
27,267
-116
-0.4% -$17.8K 2.38% 20
2013
Q3 		$3.51M Buy
27,383
+1,107
+4% +$136K 1.96% 23
2013
Q2 		$3.01M Buy
+26,276
New +$2.92M 1.79% 25

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

Community Financial Services Group's MCK Position: Q2 2026 in Review

Community Financial Services Group increased its McKesson (MCK) stake by 167% in Q2 2026, buying an estimated $276K and bringing the position to 556 shares worth $427K. The position accounts for 0.06% of the portfolio, ranked #98.

Community Financial Services Group first reported a position in MCK in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.4M in Q4 2013. 353 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Community Financial Services Group held 556 shares of McKesson worth $427K as of Q2 2026.
  • Community Financial Services Group bought 348 McKesson shares in Q2 2026, an estimated $276K.
  • McKesson made up 0.06% of Community Financial Services Group's portfolio in Q2 2026, its #98 holding.
  • Community Financial Services Group first reported a position in McKesson in Q2 2013 and has held it in 13 quarters since.
  • Community Financial Services Group's McKesson position peaked at $4.4M in Q4 2013.
  • 353 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.