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Patriot Financial Group Insurance Agency’s McKesson MCK Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.75M Sell
2,314
-3,142
-58% -$2.49M 0.18% 142
2026
Q1 		$4.72M Buy
5,456
+2,955
+118% +$2.64M 0.27% 108
2025
Q4 		$2.05M Buy
2,501
+61
+3% +$49.8K 0.24% 117
2025
Q3 		$1.89M Buy
2,440
+367
+18% +$258K 0.24% 113
2025
Q2 		$1.52M Buy
2,073
+360
+21% +$254K 0.17% 145
2025
Q1 		$1.15M Buy
1,713
+135
+9% +$83.5K 0.15% 165
2024
Q4 		$899K Buy
1,578
+132
+9% +$73.9K 0.12% 195
2024
Q3 		$715K Buy
1,446
+220
+18% +$123K 0.1% 230
2024
Q2 		$716K Buy
1,226
+154
+14% +$85.7K 0.11% 208
2024
Q1 		$576K Buy
1,072
+210
+24% +$107K 0.09% 247
2023
Q4 		$399K Sell
862
-307
-26% -$140K 0.08% 282
2023
Q3 		$509K Buy
1,169
+177
+18% +$74.6K 0.11% 228
2023
Q2 		$424K Buy
992
+184
+23% +$70.7K 0.08% 274
2023
Q1 		$288K Buy
808
+183
+29% +$66.1K 0.06% 347
2022
Q4 		$235K Buy
+625
New +$233K 0.03% 364
2022
Q3 		– Sell
-664
Closed -$217K – 1309
2022
Q2 		$217K Buy
664
+68
+11% +$21.8K 0.04% 360
2022
Q1 		$182K Buy
596
+59
+11% +$16K 0.03% 429
2021
Q4 		$134K Buy
537
+34
+7% +$7.46K 0.02% 561
2021
Q3 		$100K Buy
503
+143
+40% +$28.6K 0.02% 654
2021
Q2 		$69K Buy
360
+197
+121% +$38.1K 0.01% 731
2021
Q1 		$32K Sell
163
-860
-84% -$157K 0.01% 931
2020
Q4 		$178K Hold
1,023
– – 0.04% 370
2020
Q3 		$152K Buy
1,023
+8
+0.8% +$1.22K 0.05% 318
2020
Q2 		$156K Buy
1,015
+15
+2% +$2.17K 0.06% 270
2020
Q1 		$135K Hold
1,000
– – 0.06% 271
2019
Q4 		$138K Hold
1,000
– – 0.05% 286
2019
Q3 		$137K Hold
1,000
– – 0.06% 262
2019
Q2 		$136K Hold
1,000
– – 0.06% 255
2019
Q1 		$117K Buy
+1,000
New +$123K 0.06% 243

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MCK Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its McKesson (MCK) stake by 58% in Q2 2026, selling an estimated $2.49M and leaving 2,314 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #142.

Patriot Financial Group Insurance Agency first reported a position in MCK in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.72M in Q1 2026. 1,198 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,314 shares of McKesson worth $1.75M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,142 McKesson shares in Q2 2026, an estimated $2.49M.
  • McKesson made up 0.18% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #142 holding.
  • Patriot Financial Group Insurance Agency first reported a position in McKesson in Q1 2019 and has held it in 29 quarters since.
  • Patriot Financial Group Insurance Agency's McKesson position peaked at $4.72M in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.