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Hamilton Point Investment Advisors’s McKesson MCK Stock Holding History

Hamilton Point Investment 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
Q2 		$287K Sell
380
-8
-2% -$6.34K 0.04% 121
2026
Q1 		$336K Sell
388
-6
-2% -$5.36K 0.05% 110
2025
Q4 		$324K Buy
394
+80
+25% +$65.3K 0.05% 111
2025
Q3 		$243K Hold
314
– – 0.04% 121
2025
Q2 		$230K Buy
314
+13
+4% +$9.17K 0.04% 121
2025
Q1 		$203K Buy
+301
New +$186K 0.04% 121

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

Hamilton Point Investment Advisors's MCK Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its McKesson (MCK) stake by 2.1% in Q2 2026, selling an estimated $6.34K and leaving 380 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #121.

Hamilton Point Investment Advisors first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $336K in Q1 2026. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Hamilton Point Investment Advisors held 380 shares of McKesson worth $287K as of Q2 2026.
  • Hamilton Point Investment Advisors sold 8 McKesson shares in Q2 2026, an estimated $6.34K.
  • McKesson made up 0.04% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Hamilton Point Investment Advisors first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Hamilton Point Investment Advisors's McKesson position peaked at $336K in Q1 2026.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.