First Foundation Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $558K | Buy |
653
+12
| +2% | +$10.3K | 0.02% | 232 |
|
|
2026
Q2 | $484K | Sell |
641
-1
| -0.2% | -$793 | 0.02% | 249 |
|
|
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% | +$9.8K | 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
First Foundation Advisors's MCK Position: Q3 2026 in Review
First Foundation Advisors increased its McKesson (MCK) stake by 1.9% in Q3 2026, buying an estimated $10.3K and bringing the position to 653 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #232.
First Foundation Advisors first reported a position in MCK in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.07M in Q4 2021. 1,803 funds tracked by Wall St. Rank hold MCK as of Q3 2026.
- First Foundation Advisors held 653 shares of McKesson worth $558K as of Q3 2026.
- First Foundation Advisors bought 12 McKesson shares in Q3 2026, an estimated $10.3K.
- McKesson made up 0.02% of First Foundation Advisors's portfolio in Q3 2026, its #232 holding.
- First Foundation Advisors first reported a position in McKesson in Q2 2017 and has held it in 31 quarters since.
- First Foundation Advisors's McKesson position peaked at $1.07M in Q4 2021.
- 1,803 funds tracked by Wall St. Rank held McKesson as of Q3 2026.
Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.