First Foundation Advisors’s McKesson MCK Stock Holding History

First Foundation Advisors’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 Q1	$556K	Buy	642 +2	+0.3%	+$1.78K	0.02%	222
2025 Q4	$525K	Hold	640	–	–	0.02%	229
2025 Q3	$494K	Hold	640	–	–	0.02%	232
2025 Q2	$469K	Hold	640	–	–	0.02%	242
2025 Q1	$431K	Hold	640	–	–	0.02%	236
2024 Q4	$365K	Hold	640	–	–	0.01%	260
2024 Q3	$316K	Hold	640	–	–	0.01%	278
2024 Q2	$374K	Sell	640 -2	-0.3%	-$1.11K	0.01%	257
2024 Q1	$345K	Hold	642	–	–	0.01%	272
2023 Q4	$297K	Sell	642 -367	-36%	-$167K	0.01%	289
2023 Q3	$439K	Sell	1,009 -26	-3%	-$11K	0.02%	267
2023 Q2	$442K	Buy	1,035 +27	+3%	+$10.4K	0.02%	261
2023 Q1	$359K	Buy	1,008 +27	+3%	+$9.75K	0.02%	273
2022 Q4	$368K	Buy	981 +40	+4%	+$14.9K	0.02%	283
2022 Q3	$320K	Sell	941 -6	-0.6%	-$2.08K	0.02%	282
2022 Q2	$309K	Buy	947 +1	+0.1%	+$320	0.01%	305
2022 Q1	$290K	Sell	946 -3,366	-78%	-$915K	0.01%	341
2021 Q4	$1.07M	Buy	+4,312	New	+$947K	0.04%	194
2021 Q2	–	Sell	-1,050	Closed	-$205K	–	462
2021 Q1	$205K	Sell	1,050 -720	-41%	-$131K	0.01%	394
2020 Q4	$308K	Buy	1,770 +33	+2%	+$5.5K	0.01%	334
2020 Q3	$259K	Buy	1,737 +3	+0.2%	+$455	0.01%	317
2020 Q2	$266K	Sell	1,734 -1,179	-40%	-$170K	0.01%	299
2020 Q1	$394K	Buy	+2,913	New	+$427K	0.02%	250
2018 Q4	–	Sell	-1,644	Closed	-$218K	–	395
2018 Q3	$218K	Sell	1,644 -6	-0.4%	-$782	0.01%	323
2018 Q2	$220K	Hold	1,650	–	–	0.01%	298
2018 Q1	$232K	Sell	1,650 -20	-1%	-$3.12K	0.01%	289
2017 Q4	$260K	Sell	1,670 -254	-13%	-$37.6K	0.01%	289
2017 Q3	$296K	Buy	1,924 +365	+23%	+$57K	0.02%	247
2017 Q2	$256K	Buy	+1,559	New	+$236K	0.02%	271

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Foundation Advisors's MCK Position: Q1 2026 in Review

First Foundation Advisors increased its McKesson (MCK) stake by 0.31% in Q1 2026, buying an estimated $1.78K and bringing the position to 642 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #222.

First Foundation Advisors first reported a position in MCK in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.07M in Q4 2021. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

First Foundation Advisors held 642 shares of McKesson worth $556K as of Q1 2026.
First Foundation Advisors bought 2 McKesson shares in Q1 2026, an estimated $1.78K.
McKesson made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #222 holding.
First Foundation Advisors first reported a position in McKesson in Q2 2017 and has held it in 29 quarters since.
First Foundation Advisors's McKesson position peaked at $1.07M in Q4 2021.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.