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RFG Advisory’s McKesson MCK Stock Holding History

RFG Advisory’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 		$1.17M Sell
1,547
-756
-33% -$599K 0.02% 518
2026
Q1 		$1.99M Buy
2,303
+482
+26% +$430K 0.04% 337
2025
Q4 		$1.49M Buy
1,821
+27
+2% +$22K 0.03% 416
2025
Q3 		$1.39M Buy
1,794
+19
+1% +$13.4K 0.03% 406
2025
Q2 		$1.3M Sell
1,775
-142
-7% -$100K 0.03% 385
2025
Q1 		$1.29M Sell
1,917
-273
-12% -$169K 0.03% 350
2024
Q4 		$1.25M Sell
2,190
-23
-1% -$12.9K 0.04% 331
2024
Q3 		$1.09M Buy
2,213
+82
+4% +$45.7K 0.03% 349
2024
Q2 		$1.24M Buy
2,131
+241
+13% +$134K 0.04% 314
2024
Q1 		$1.01M Buy
1,890
+261
+16% +$133K 0.03% 355
2023
Q4 		$754K Buy
1,629
+158
+11% +$71.8K 0.03% 366
2023
Q3 		$639K Buy
1,471
+331
+29% +$139K 0.03% 363
2023
Q2 		$487K Sell
1,140
-64
-5% -$24.6K 0.02% 424
2023
Q1 		$429K Buy
1,204
+267
+28% +$96.4K 0.02% 444
2022
Q4 		$340K Buy
937
+94
+11% +$35.1K 0.02% 486
2022
Q3 		$329K Buy
+843
New +$293K 0.02% 466

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

RFG Advisory's MCK Position: Q2 2026 in Review

RFG Advisory reduced its McKesson (MCK) stake by 33% in Q2 2026, selling an estimated $599K and leaving 1,547 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #518.

RFG Advisory first reported a position in MCK in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.99M in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • RFG Advisory held 1,547 shares of McKesson worth $1.17M as of Q2 2026.
  • RFG Advisory sold 756 McKesson shares in Q2 2026, an estimated $599K.
  • McKesson made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #518 holding.
  • RFG Advisory first reported a position in McKesson in Q3 2022 and has held it in 16 quarters since.
  • RFG Advisory's McKesson position peaked at $1.99M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.