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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
Q3 		$315K Buy
+369
New +$317K 0.04% 293
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

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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 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
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Fiduciary Financial Group opened a new position in McKesson (MCK) in Q3 2026: 369 shares worth $315K. The stake represents 0.04% of the portfolio and ranks #293 among its holdings. This is a return to the name: Fiduciary Financial Group previously reported a position in MCK as recently as Q1 2026.

Fiduciary Financial Group first reported a position in MCK in Q1 2025 and has held it in 4 quarters since. The position peaked at $410K in Q1 2025. 105 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Fiduciary Financial Group held 369 shares of McKesson worth $315K as of Q3 2026.
  • McKesson was a new Fiduciary Financial Group position in Q3 2026.
  • McKesson made up 0.04% of Fiduciary Financial Group's portfolio in Q3 2026, its #293 holding.
  • Fiduciary Financial Group first reported a position in McKesson in Q1 2025 and has held it in 4 quarters since.
  • Fiduciary Financial Group's McKesson position peaked at $410K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

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