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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cooper Financial Group's MCK Position: Q2 2026 in Review

Cooper Financial Group reduced its McKesson (MCK) stake by 34% in Q2 2026, selling an estimated $694K and leaving 1,702 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #136.

Cooper Financial Group first reported a position in MCK in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.33M in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Cooper Financial Group held 1,702 shares of McKesson worth $1.29M as of Q2 2026.
  • Cooper Financial Group sold 875 McKesson shares in Q2 2026, an estimated $694K.
  • McKesson made up 0.11% of Cooper Financial Group's portfolio in Q2 2026, its #136 holding.
  • Cooper Financial Group first reported a position in McKesson in Q1 2021 and has held it in 21 quarters since.
  • Cooper Financial Group's McKesson position peaked at $2.33M in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.