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Ethos Financial Group’s McKesson MCK Stock Holding History

Ethos 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 		$270K Sell
304
-18
-6% -$14.3K 0.02% 495
2026
Q1 		$279K Buy
322
+3
+0.9% +$2.68K 0.02% 418
2025
Q4 		$262K Buy
+319
New +$260K 0.02% 419
2025
Q2 		– Sell
-678
Closed -$387K – 505
2025
Q1 		$387K Hold
678
– – 0.04% 282
2024
Q4 		$387K Buy
678
+31
+5% +$17.4K 0.05% 191
2024
Q3 		$320K Sell
647
-76
-11% -$42.3K 0.05% 189
2024
Q2 		$423K Buy
723
+31
+4% +$17.3K 0.07% 154
2024
Q1 		$372K Buy
692
+169
+32% +$85.8K 0.07% 181
2023
Q4 		$242K Buy
+523
New +$238K 0.05% 221

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

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

Ethos Financial Group reduced its McKesson (MCK) stake by 5.6% in Q2 2026, selling an estimated $14.3K and leaving 304 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #495.

Ethos Financial Group first reported a position in MCK in Q4 2023 and has held it in 9 quarters since. The position peaked at $423K in Q2 2024. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Ethos Financial Group held 304 shares of McKesson worth $270K as of Q2 2026.
  • Ethos Financial Group sold 18 McKesson shares in Q2 2026, an estimated $14.3K.
  • McKesson made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #495 holding.
  • Ethos Financial Group first reported a position in McKesson in Q4 2023 and has held it in 9 quarters since.
  • Ethos Financial Group's McKesson position peaked at $423K in Q2 2024.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.