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Everhart Financial Group’s McKesson MCK Stock Holding History

Everhart 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 		$1.49M Sell
1,976
-268
-12% -$212K 0.1% 110
2026
Q1 		$1.94M Buy
2,244
+214
+11% +$191K 0.17% 82
2025
Q4 		$1.67M Buy
2,030
+101
+5% +$82.4K 0.15% 85
2025
Q3 		$1.49M Buy
1,929
+343
+22% +$242K 0.15% 88
2025
Q2 		$1.16M Buy
1,586
+85
+6% +$60K 0.13% 105
2025
Q1 		$1.01M Buy
1,501
+104
+7% +$64.3K 0.14% 106
2024
Q4 		$796K Buy
1,397
+22
+2% +$12.3K 0.16% 127
2024
Q3 		$680K Buy
1,375
+60
+5% +$33.4K 0.15% 153
2024
Q2 		$768K Buy
1,315
+121
+10% +$67.4K 0.2% 106
2024
Q1 		$641K Buy
1,194
+118
+11% +$59.9K 0.19% 117
2023
Q4 		$498K Buy
1,076
+17
+2% +$7.73K 0.18% 114
2023
Q3 		$461K Buy
1,059
+6
+0.6% +$2.53K 0.2% 102
2023
Q2 		$450K Buy
1,053
+85
+9% +$32.7K 0.19% 106
2023
Q1 		$345K Buy
968
+106
+12% +$38.3K 0.15% 122
2022
Q4 		$323K Sell
862
-159
-16% -$59.3K 0.16% 113
2022
Q3 		$347K Buy
1,021
+128
+14% +$44.4K 0.19% 108
2022
Q2 		$291K Buy
+893
New +$286K 0.18% 121

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

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

Everhart Financial Group reduced its McKesson (MCK) stake by 12% in Q2 2026, selling an estimated $212K and leaving 1,976 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #110.

Everhart Financial Group first reported a position in MCK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.94M in Q1 2026. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Everhart Financial Group held 1,976 shares of McKesson worth $1.49M as of Q2 2026.
  • Everhart Financial Group sold 268 McKesson shares in Q2 2026, an estimated $212K.
  • McKesson made up 0.1% of Everhart Financial Group's portfolio in Q2 2026, its #110 holding.
  • Everhart Financial Group first reported a position in McKesson in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's McKesson position peaked at $1.94M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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