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HB Wealth Management’s McKesson MCK Stock Holding History

HB Wealth Management’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 		$6.4M Sell
8,474
-101
-1% -$80.1K 0.04% 239
2026
Q1 		$7.42M Buy
8,575
+210
+3% +$187K 0.05% 194
2025
Q4 		$6.86M Buy
8,365
+278
+3% +$227K 0.04% 210
2025
Q3 		$6.25M Buy
8,087
+1,471
+22% +$1.04M 0.04% 226
2025
Q2 		$4.85M Sell
6,616
-1,794
-21% -$1.27M 0.04% 236
2025
Q1 		$5.66M Buy
8,410
+872
+12% +$539K 0.05% 208
2024
Q4 		$4.3M Buy
7,538
+709
+10% +$397K 0.04% 180
2024
Q3 		$3.38M Sell
6,829
-947
-12% -$527K 0.04% 203
2024
Q2 		$4.54M Buy
7,776
+1,305
+20% +$726K 0.05% 162
2024
Q1 		$3.47M Buy
6,471
+471
+8% +$239K 0.04% 180
2023
Q4 		$2.78M Buy
6,000
+319
+6% +$145K 0.04% 186
2023
Q3 		$2.47M Buy
5,681
+396
+7% +$167K 0.04% 182
2023
Q2 		$2.26M Sell
5,285
-1,535
-23% -$590K 0.04% 191
2023
Q1 		$2.43M Sell
6,820
-104
-2% -$37.6K 0.04% 177
2022
Q4 		$2.6M Buy
6,924
+4,193
+154% +$1.56M 0.05% 171
2022
Q3 		$928K Buy
2,731
+86
+3% +$29.9K 0.02% 271
2022
Q2 		$863K Buy
2,645
+1,442
+120% +$461K 0.02% 269
2022
Q1 		$368K Buy
1,203
+1
+0.1% +$272 0.01% 403
2021
Q4 		$299K Buy
+1,202
New +$264K 0.01% 390

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

HB Wealth Management's MCK Position: Q2 2026 in Review

HB Wealth Management reduced its McKesson (MCK) stake by 1.2% in Q2 2026, selling an estimated $80.1K and leaving 8,474 shares worth $6.4M. The position accounts for 0.04% of the portfolio, ranked #239.

HB Wealth Management first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.42M in Q1 2026. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • HB Wealth Management held 8,474 shares of McKesson worth $6.4M as of Q2 2026.
  • HB Wealth Management sold 101 McKesson shares in Q2 2026, an estimated $80.1K.
  • McKesson made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #239 holding.
  • HB Wealth Management first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's McKesson position peaked at $7.42M in Q1 2026.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.