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Cooper Financial Group’s McKesson MCK Stock Holding History

Cooper 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
Q3 		$1.46M Buy
1,712
+10
+0.6% +$8.6K 0.12% 133
2026
Q2 		$1.29M Sell
1,702
-875
-34% -$694K 0.11% 136
2026
Q1 		$2.23M Sell
2,577
-261
-9% -$233K 0.23% 85
2025
Q4 		$2.33M Sell
2,838
-38
-1% -$31K 0.25% 73
2025
Q3 		$2.22M Buy
2,876
+44
+2% +$31K 0.25% 67
2025
Q2 		$2.08M Sell
2,832
-29
-1% -$20.5K 0.24% 76
2025
Q1 		$1.93M Buy
2,861
+83
+3% +$51.3K 0.25% 82
2024
Q4 		$1.58M Buy
2,778
+188
+7% +$105K 0.19% 95
2024
Q3 		$1.28M Buy
2,590
+762
+42% +$424K 0.17% 106
2024
Q2 		$1.07M Buy
1,828
+332
+22% +$185K 0.16% 114
2024
Q1 		$803K Sell
1,496
-5
-0.3% -$2.54K 0.13% 151
2023
Q4 		$695K Sell
1,501
-17
-1% -$7.73K 0.13% 155
2023
Q3 		$660K Sell
1,518
-96
-6% -$40.5K 0.16% 148
2023
Q2 		$690K Buy
1,614
+274
+20% +$105K 0.17% 144
2023
Q1 		$477K Buy
1,340
+188
+16% +$67.9K 0.13% 176
2022
Q4 		$432K Sell
1,152
-22
-2% -$8.21K 0.13% 165
2022
Q3 		$399K Buy
1,174
+94
+9% +$32.6K 0.14% 149
2022
Q2 		$352K Buy
1,080
+37
+4% +$11.8K 0.13% 163
2022
Q1 		$319K Buy
1,043
+21
+2% +$5.71K 0.12% 166
2021
Q4 		$254K Buy
1,022
+9
+0.9% +$1.98K 0.1% 193
2021
Q3 		$202K Buy
+1,013
New +$203K 0.04% 241
2021
Q2 		– Sell
-1,028
Closed -$201K – 258
2021
Q1 		$201K Buy
+1,028
New +$188K 0.05% 239

Other funds holding MCK

OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cooper Financial Group's MCK Position: Q3 2026 in Review

Cooper Financial Group increased its McKesson (MCK) stake by 0.59% in Q3 2026, buying an estimated $8.6K and bringing the position to 1,712 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #133.

Cooper Financial Group first reported a position in MCK in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.33M in Q4 2025. 95 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Cooper Financial Group held 1,712 shares of McKesson worth $1.46M as of Q3 2026.
  • Cooper Financial Group bought 10 McKesson shares in Q3 2026, an estimated $8.6K.
  • McKesson made up 0.12% of Cooper Financial Group's portfolio in Q3 2026, its #133 holding.
  • Cooper Financial Group first reported a position in McKesson in Q1 2021 and has held it in 22 quarters since.
  • Cooper Financial Group's McKesson position peaked at $2.33M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.