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Heartland Bank & Trust’s McKesson MCK Stock Holding History

Heartland Bank & Trust’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 		$860K Buy
994
+34
+4% +$30.3K 0.19% 89
2025
Q4 		$787K Sell
960
-23
-2% -$18.8K 0.33% 64
2025
Q3 		$759K Sell
983
-16
-2% -$11.3K 0.31% 70
2025
Q2 		$732K Sell
999
-11
-1% -$7.76K 0.34% 72
2025
Q1 		$680K Buy
1,010
+154
+18% +$95.2K 0.35% 75
2024
Q4 		$488K Sell
856
-34
-4% -$19K 0.27% 80
2024
Q3 		$440K Sell
890
-26
-3% -$14.5K 0.24% 98
2024
Q2 		$535K Sell
916
-86
-9% -$47.9K 0.3% 80
2024
Q1 		$538K Sell
1,002
-22
-2% -$11.2K 0.31% 81
2023
Q4 		$474K Sell
1,024
-64
-6% -$29.1K 0.33% 77
2023
Q3 		$473K Buy
+1,088
New +$459K 0.37% 79
2023
Q1 		– Sell
-3,384
Closed -$1.27M – 142
2022
Q4 		$1.27M Sell
3,384
-1,286
-28% -$480K 0.94% 21
2022
Q3 		$1.59M Buy
4,670
+2,547
+120% +$884K 1.52% 12
2022
Q2 		$693K Buy
+2,123
New +$679K 0.61% 51
2021
Q2 		– Sell
-1,121
Closed -$219K – 141
2021
Q1 		$219K Buy
+1,121
New +$205K 0.2% 109

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heartland Bank & Trust's MCK Position: Q1 2026 in Review

Heartland Bank & Trust increased its McKesson (MCK) stake by 3.5% in Q1 2026, buying an estimated $30.3K and bringing the position to 994 shares worth $860K. The position accounts for 0.19% of the portfolio, ranked #89.

Heartland Bank & Trust first reported a position in MCK in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.59M in Q3 2022. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Heartland Bank & Trust held 994 shares of McKesson worth $860K as of Q1 2026.
  • Heartland Bank & Trust bought 34 McKesson shares in Q1 2026, an estimated $30.3K.
  • McKesson made up 0.19% of Heartland Bank & Trust's portfolio in Q1 2026, its #89 holding.
  • Heartland Bank & Trust first reported a position in McKesson in Q1 2021 and has held it in 15 quarters since.
  • Heartland Bank & Trust's McKesson position peaked at $1.59M in Q3 2022.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.