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Fortress Financial Group’s McKesson MCK Stock Holding History

Fortress 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 		$357K Sell
472
-16
-3% -$12.7K 0.18% 54
2026
Q1 		$423K Buy
488
+17
+4% +$15.2K 0.31% 40
2025
Q4 		$387K Hold
471
– – 0.29% 46
2025
Q3 		$364K Hold
471
– – 0.28% 49
2025
Q2 		$346K Hold
471
– – 0.29% 48
2025
Q1 		$317K Hold
471
– – 0.32% 47
2024
Q4 		$269K Buy
+471
New +$264K 0.27% 56

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

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

Fortress Financial Group reduced its McKesson (MCK) stake by 3.3% in Q2 2026, selling an estimated $12.7K and leaving 472 shares worth $357K. The position accounts for 0.18% of the portfolio, ranked #54.

Fortress Financial Group first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Fortress Financial Group held 472 shares of McKesson worth $357K as of Q2 2026.
  • Fortress Financial Group sold 16 McKesson shares in Q2 2026, an estimated $12.7K.
  • McKesson made up 0.18% of Fortress Financial Group's portfolio in Q2 2026, its #54 holding.
  • Fortress Financial Group first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Fortress Financial Group's McKesson position peaked at $423K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.