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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
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

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

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

Independent Financial Group increased its McKesson (MCK) stake by 18% in Q2 2026, buying an estimated $119K and bringing the position to 995 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #810.

Independent Financial Group first reported a position in MCK in Q2 2024 and has held it in 7 quarters since. The position peaked at $898K in Q3 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Independent Financial Group held 995 shares of McKesson worth $752K as of Q2 2026.
  • Independent Financial Group bought 150 McKesson shares in Q2 2026, an estimated $119K.
  • McKesson made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #810 holding.
  • Independent Financial Group first reported a position in McKesson in Q2 2024 and has held it in 7 quarters since.
  • Independent Financial Group's McKesson position peaked at $898K in Q3 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.