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Swisher Financial Concepts’s McKesson MCK Stock Holding History

Swisher Financial Concepts’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 		$121K Sell
160
-312
-66% -$247K 0.08% 86
2026
Q1 		$408K Buy
472
+120
+34% +$107K 0.23% 59
2025
Q4 		$289K Hold
352
– – 0.16% 76
2025
Q3 		$272K Hold
352
– – 0.16% 75
2025
Q2 		$258K Hold
352
– – 0.17% 80
2025
Q1 		$237K Buy
+352
New +$218K 0.2% 71

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

Swisher Financial Concepts's MCK Position: Q2 2026 in Review

Swisher Financial Concepts reduced its McKesson (MCK) stake by 66% in Q2 2026, selling an estimated $247K and leaving 160 shares worth $121K. The position accounts for 0.08% of the portfolio, ranked #86.

Swisher Financial Concepts first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $408K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Swisher Financial Concepts held 160 shares of McKesson worth $121K as of Q2 2026.
  • Swisher Financial Concepts sold 312 McKesson shares in Q2 2026, an estimated $247K.
  • McKesson made up 0.08% of Swisher Financial Concepts's portfolio in Q2 2026, its #86 holding.
  • Swisher Financial Concepts first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Swisher Financial Concepts's McKesson position peaked at $408K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.