Patriot Financial Group Insurance Agency, LLC
InsurancePosition in MCK — Mckesson Corp
CIK 1694883
Westborough, MA
Position in MCK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,748,458
-$2,972,946 QoQ
Shares Held
2,314
-57.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#819
of 1,991 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCK Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $1,748,458 across 1 Medical Distribution name. MCK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCK |
Mckesson Corp
This page
|
2,314 | $1,748,458 |
All Filings in MCK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,748,458 | 2,314 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,721,404 | 5,456 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,051,545 | 2,501 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,884,997 | 2,440 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,519,052 | 2,073 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,152,831 | 1,713 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $899,317 | 1,578 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $714,931 | 1,446 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $716,033 | 1,226 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $575,503 | 1,072 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $399,088 | 862 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $508,339 | 1,169 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $423,891 | 992 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $287,688 | 808 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $234,450 | 625 | Shares | Sole | 2023-01-17 | |
| 2022-06-30 | $216,603 | 664 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $182,453 | 596 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $133,482 | 537 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $100,288 | 503 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $68,846 | 360 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $31,791 | 163 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $177,920 | 1,023 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $152,355 | 1,023 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $155,721 | 1,015 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $135,260 | 1,000 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||