MFG
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Merit Financial Group’s McKesson MCK Stock Holding History

Merit 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 		$16M Sell
21,177
-823
-4% -$653K 0.1% 179
2026
Q1 		$19M Buy
22,000
+1,552
+8% +$1.39M 0.14% 125
2025
Q4 		$16.8M Buy
20,448
+2,238
+12% +$1.83M 0.13% 129
2025
Q3 		$14.1M Buy
18,210
+532
+3% +$375K 0.13% 130
2025
Q2 		$13M Buy
17,678
+6,743
+62% +$4.76M 0.14% 111
2025
Q1 		$7.36M Buy
10,935
+875
+9% +$541K 0.11% 150
2024
Q4 		$5.73M Buy
10,060
+5,630
+127% +$3.15M 0.1% 166
2024
Q3 		$2.19M Sell
4,430
-701
-14% -$390K 0.05% 262
2024
Q2 		$3M Buy
5,131
+445
+9% +$248K 0.07% 215
2024
Q1 		$2.48M Buy
4,686
+1,114
+31% +$566K 0.06% 238
2023
Q4 		$1.65M Buy
3,572
+404
+13% +$184K 0.05% 229
2023
Q3 		$1.38M Sell
3,168
-61
-2% -$25.7K 0.05% 275
2023
Q2 		$1.38M Buy
3,229
+349
+12% +$134K 0.04% 281
2023
Q1 		$1.03M Buy
2,880
+2
+0.1% +$722 0.04% 288
2022
Q4 		$1.08M Buy
2,878
+40
+1% +$14.9K 0.04% 287
2022
Q3 		$965K Sell
2,838
-140
-5% -$48.6K 0.04% 251
2022
Q2 		$971K Buy
2,978
+213
+8% +$68.1K 0.03% 264
2022
Q1 		$846K Buy
2,765
+223
+9% +$60.6K 0.05% 171
2021
Q4 		$632K Hold
2,542
– – 0.06% 148
2021
Q3 		$507K Hold
2,542
– – 0.05% 154
2021
Q2 		$486K Hold
2,542
– – 0.05% 161
2021
Q1 		$496K Hold
2,542
– – 0.05% 152
2020
Q4 		$442K Buy
+2,542
New +$423K 0.04% 144

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Merit Financial Group reduced its McKesson (MCK) stake by 3.7% in Q2 2026, selling an estimated $653K and leaving 21,177 shares worth $16M. The position accounts for 0.1% of the portfolio, ranked #179.

Merit Financial Group first reported a position in MCK in Q4 2020 and has held it in 23 quarters since. The position peaked at $19M in Q1 2026. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Merit Financial Group held 21,177 shares of McKesson worth $16M as of Q2 2026.
  • Merit Financial Group sold 823 McKesson shares in Q2 2026, an estimated $653K.
  • McKesson made up 0.1% of Merit Financial Group's portfolio in Q2 2026, its #179 holding.
  • Merit Financial Group first reported a position in McKesson in Q4 2020 and has held it in 23 quarters since.
  • Merit Financial Group's McKesson position peaked at $19M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.