BEACON FINANCIAL GROUP

Position in MCK — Mckesson Corp

CIK 1591379 DALLAS, TX

Position in MCK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,833,914

-$752,494 QoQ

Shares Held

5,074

-4.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#603

of 2,002 holders

Holding Since

Mar 2020

26 quarters on record

Healthcare · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $4,771,099 across 3 Medical Distribution names. MCK ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCK	Mckesson Corp This page	5,074	$3,833,914
2	COR	Cencora, Inc.	1,993	$563,979
3	CAH	Cardinal Health Inc	1,571	$373,206

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,833,914	5,074	-4.3%	Shares	Sole	2026-07-16
2026-03-31	$4,586,408	5,300	-2.4%	Shares	Sole	2026-04-30
2025-12-31	$4,453,354	5,429	-1.2%	Shares	Sole	2026-04-01
2025-09-30	$4,243,562	5,493	-0.3%	Shares	Sole	2025-10-08
2025-06-30	$4,036,152	5,508	-1.3%	Shares	Sole	2025-07-09
2025-03-31	$3,755,957	5,581	-3.6%	Shares	Sole	2025-04-10
2024-12-31	$3,300,348	5,791	-1.4%	Shares	Sole	2025-01-29
2024-09-30	$2,904,717	5,875	-1.4%	Shares	Sole	2024-11-12
2024-06-30	$3,479,126	5,957	-3.6%	Shares	Sole	2024-08-06
2024-03-31	$3,318,806	6,182	-3.3%	Shares	Sole	2024-05-07
2023-12-31	$2,959,368	6,392	-2.3%	Shares	Sole	2024-02-23
2023-09-30	$2,843,919	6,540	-2.7%	Shares	Sole	2023-10-16
2023-06-30	$2,872,377	6,722	-1.3%	Shares	Sole	2023-07-20
2023-03-31	$2,424,700	6,810	-5.8%	Shares	Sole	2023-04-14
2022-12-31	$2,711,367	7,228	-3.3%	Shares	Sole	2023-01-19
2022-09-30	$2,540,188	7,474	+0.8%	Shares	Sole	2022-10-13
2022-06-30	$2,419,173	7,416	-1.9%	Shares	Sole	2022-07-19
2022-03-31	$2,313,118	7,556	-1.3%	Shares	Sole	2022-04-08
2021-12-31	$1,903,797	7,659	-3.4%	Shares	Sole	2022-01-07
2021-09-30	$1,580,884	7,929	-2.5%	Shares	Sole	2021-10-13
2021-06-30	$1,555,163	8,132	-25.7%	Shares	Sole	2021-07-26
2021-03-31	$2,133,542	10,939	0.0%	Shares	Sole	2021-08-16
2020-12-31	$1,902,510	10,939	+27.4%	Shares	Sole	2021-01-15
2020-09-30	$1,279,010	8,588	-4.7%	Shares	Sole	2020-10-13
2020-06-30	$1,383,234	9,016	+0.6%	Shares	Sole	2020-08-05
2020-03-31	$1,211,929	8,960	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.