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Independent Financial Group’s McKesson MCK Stock Holding History

Independent 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 		$920K Buy
1,078
+83
+8% +$71.4K 0.02% 718
2026
Q2 		$752K Buy
995
+150
+18% +$119K 0.01% 810
2026
Q1 		$731K Sell
845
-242
-22% -$216K 0.02% 749
2025
Q4 		$892K Sell
1,087
-75
-6% -$61.2K 0.02% 663
2025
Q3 		$898K Buy
1,162
+305
+36% +$215K 0.02% 634
2025
Q2 		$628K Sell
857
-47
-5% -$33.2K 0.02% 687
2025
Q1 		$608K Buy
+904
New +$559K 0.02% 640
2024
Q3 		– Sell
-522
Closed -$305K – 1169
2024
Q2 		$305K Buy
+522
New +$291K 0.01% 826

Other funds holding MCK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

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

Independent Financial Group increased its McKesson (MCK) stake by 8.3% in Q3 2026, buying an estimated $71.4K and bringing the position to 1,078 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #718.

Independent Financial Group first reported a position in MCK in Q2 2024 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Independent Financial Group held 1,078 shares of McKesson worth $920K as of Q3 2026.
  • Independent Financial Group bought 83 McKesson shares in Q3 2026, an estimated $71.4K.
  • McKesson made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #718 holding.
  • Independent Financial Group first reported a position in McKesson in Q2 2024 and has held it in 8 quarters since.
  • 161 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

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