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Fiduciary Financial Group’s McKesson MCK Stock Holding History

Fiduciary 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 		– Sell
-247
Closed -$214K – 385
2026
Q1 		$214K Sell
247
-4
-2% -$3.57K 0.03% 334
2025
Q4 		$206K Buy
+251
New +$205K 0.03% 316
2025
Q2 		– Sell
-604
Closed -$410K – 311
2025
Q1 		$410K Buy
+604
New +$373K 0.09% 139

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Fiduciary Financial Group sold out of McKesson (MCK) in Q2 2026, closing a stake of 247 shares — an estimated $214K sold.

Fiduciary Financial Group first reported a position in MCK in Q1 2025 and held it in 3 quarters. The position peaked at $410K in Q1 2025. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Fiduciary Financial Group reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Financial Group sold 247 McKesson shares in Q2 2026, an estimated $214K.
  • Fiduciary Financial Group first reported a position in McKesson in Q1 2025 and held it in 3 quarters.
  • Fiduciary Financial Group's McKesson position peaked at $410K in Q1 2025.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.