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HBK Sorce Advisory’s McKesson MCK Stock Holding History

HBK Sorce Advisory’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 		$1.07M Buy
1,219
+32
+3% +$25.4K 0.02% 247
2026
Q1 		$874K Buy
1,187
+7
+0.6% +$6.25K 0.02% 264
2025
Q4 		$1.12M Buy
1,180
+3
+0.3% +$2.45K 0.03% 220
2025
Q3 		$932K Sell
1,177
-5
-0.4% -$3.52K 0.02% 237
2025
Q2 		$866K Buy
1,182
+16
+1% +$11.3K 0.02% 246
2025
Q1 		$785K Sell
1,166
-4
-0.3% -$2.47K 0.02% 251
2024
Q4 		$667K Sell
1,170
-6
-0.5% -$3.36K 0.02% 285
2024
Q3 		$582K Buy
1,176
+4
+0.3% +$2.23K 0.02% 304
2024
Q2 		$685K Sell
1,172
-96
-8% -$53.4K 0.02% 273
2024
Q1 		$681K Buy
1,268
+37
+3% +$18.8K 0.02% 276
2023
Q4 		$570K Sell
1,231
-97
-7% -$44.1K 0.02% 293
2023
Q3 		$578K Buy
1,328
+85
+7% +$35.8K 0.03% 285
2023
Q2 		$531K Sell
1,243
-53
-4% -$20.4K 0.02% 315
2023
Q1 		$462K Sell
1,296
-1,230
-49% -$444K 0.02% 339
2022
Q4 		$948K Buy
2,526
+1,551
+159% +$578K 0.03% 298
2022
Q3 		$331K Buy
975
+124
+15% +$43K 0.02% 343
2022
Q2 		$278K Buy
851
+9
+1% +$2.88K 0.02% 351
2022
Q1 		$258K Buy
+842
New +$229K 0.01% 433

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

HBK Sorce Advisory's MCK Position: Q2 2026 in Review

HBK Sorce Advisory increased its McKesson (MCK) stake by 2.7% in Q2 2026, buying an estimated $25.4K and bringing the position to 1,219 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #247.

HBK Sorce Advisory first reported a position in MCK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.12M in Q4 2025. 1,193 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • HBK Sorce Advisory held 1,219 shares of McKesson worth $1.07M as of Q2 2026.
  • HBK Sorce Advisory bought 32 McKesson shares in Q2 2026, an estimated $25.4K.
  • McKesson made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #247 holding.
  • HBK Sorce Advisory first reported a position in McKesson in Q1 2022 and has held it in 18 quarters since.
  • HBK Sorce Advisory's McKesson position peaked at $1.12M in Q4 2025.
  • 1,193 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.