Heartwood Wealth Advisors’s McKesson MCK Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-5	Closed	-$3.86K	–	442
2025 Q3	$3.86K	Buy	+5	New	+$3.52K	﹤0.01%	435

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's MCK Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of McKesson (MCK) in Q4 2025, closing a stake of 5 shares — an estimated $3.86K sold.

Heartwood Wealth Advisors first reported a position in MCK in Q3 2025 and held it in 1 quarter. The position peaked at $3.86K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

Heartwood Wealth Advisors reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 5 McKesson shares in Q4 2025, an estimated $3.86K.
Heartwood Wealth Advisors first reported a position in McKesson in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's McKesson position peaked at $3.86K in Q3 2025.
2,002 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.